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 | $102,630 | $81,900+25.3% | $119,609-14.2% | $68,494+49.8% |
| Participation rate | 70.4% | 71.9%-1.5pp | 79.3%-8.9pp | 67.9%+2.5pp |
| Annual return | -11.07% | -23.82%+12.7pp | -14.97%+3.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,235 | $2,693-17.0% | $4,232-47.2% | $2,596-13.9% |
| Participant deferral / active EE | $5,148 | $4,148+24.1% | $5,602-8.1% | $4,027+27.8% |
| Admin fee / account holder | $61 | $6,582-99.1% | $10,323-99.4% | $5,403-98.9% |