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 10-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 | $60,421 | $158,817-62.0% | $121,196-50.1% | $135,375-55.4% |
| Participation rate | 73.3% | 79.3%-6.0pp | 71.7%+1.6pp | 82.6%-9.3pp |
| Annual return | -4.98% | -0.64%-4.3pp | 16.93%-21.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,221 | $5,665-78.4% | $4,022-69.6% | $4,779-74.4% |
| Participant deferral / active EE | $2,442 | $4,005-39.0% | $3,344-27.0% | $5,609-56.5% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |