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 8-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 | $62,729 | $142,344-55.9% | $119,609-47.6% | $134,475-53.4% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -17.39% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,292 | $5,222-17.8% | $4,232+1.4% | $4,740-9.4% |
| Participant deferral / active EE | $10,176 | $6,469+57.3% | $5,602+81.6% | $6,400+59.0% |
| Admin fee / account holder | $266 | $13,584-98.0% | $10,323-97.4% | $11,426-97.7% |