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 | $33,424 | $42,894-22.1% | $60,874-45.1% | $68,494-51.2% |
| Participation rate | 96.0% | 66.8%+29.2pp | 73.1%+22.9pp | 67.9%+28.1pp |
| Annual return | -11.07% | -13.98%+2.9pp | 16.90%-28.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,781 | $1,978-10.0% | $2,701-34.1% | $2,596-31.4% |
| Participant deferral / active EE | $1,983 | $2,867-30.8% | $3,817-48.1% | $4,027-50.8% |
| Admin fee / account holder | $114 | $3,101-96.3% | $3,224-96.5% | $5,403-97.9% |