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 7-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 | $18,095 | $42,894-57.8% | $60,874-70.3% | $68,494-73.6% |
| Participation rate | 72.4% | 66.8%+5.6pp | 73.1%-0.7pp | 67.9%+4.5pp |
| Annual return | -18.17% | -13.98%-4.2pp | 16.90%-35.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,667 | $1,978-15.7% | $2,701-38.3% | $2,596-35.8% |
| Participant deferral / active EE | $3,146 | $2,867+9.7% | $3,817-17.6% | $4,027-21.9% |
| Admin fee / account holder | $242 | $3,101-92.2% | $3,224-92.5% | $5,403-95.5% |