See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,334 | $167,307-17.3% | $143,757-3.8% | $134,475+2.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.82% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,268 | $5,619-41.8% | $4,951-34.0% | $4,740-31.1% |
| Participant deferral / active EE | $4,811 | $6,446-25.4% | $5,637-14.7% | $6,400-24.8% |
| Admin fee / account holder | $13 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |