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 | $124,632 | $142,344-12.4% | $119,609+4.2% | $134,475-7.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -3.68% | -12.44%+8.8pp | -14.97%+11.3pp | 417.96%-421.6pp |
| Employer contribution / active EE | $2,608 | $5,222-50.1% | $4,232-38.4% | $4,740-45.0% |
| Participant deferral / active EE | $16,506 | $6,469+155.1% | $5,602+194.6% | $6,400+157.9% |
| Admin fee / account holder | $227 | $13,584-98.3% | $10,323-97.8% | $11,426-98.0% |