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 | $28,458 | $81,900-65.3% | $119,609-76.2% | $68,494-58.5% |
| Participation rate | 82.4% | 71.9%+10.5pp | 79.3%+3.1pp | 67.9%+14.5pp |
| Annual return | -13.81% | -23.82%+10.0pp | -14.97%+1.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,399 | $2,693-48.1% | $4,232-67.0% | $2,596-46.1% |
| Participant deferral / active EE | $2,069 | $4,148-50.1% | $5,602-63.1% | $4,027-48.6% |
| Admin fee / account holder | $292 | $6,582-95.6% | $10,323-97.2% | $5,403-94.6% |