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 | $44,243 | $59,805-26.0% | $79,550-44.4% | $68,494-35.4% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.5%+0.5pp | 67.9%+2.1pp |
| Annual return | -16.44% | -12.30%-4.1pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $836 | $1,505-44.5% | $2,413-65.4% | $2,596-67.8% |
| Participant deferral / active EE | $4,918 | $3,024+62.6% | $3,985+23.4% | $4,027+22.1% |
| Admin fee / account holder | $292 | $4,835-94.0% | $6,832-95.7% | $5,403-94.6% |