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 | $39,794 | $75,935-47.6% | $60,547-34.3% | $125,391-68.3% |
| Participation rate | 91.3% | 76.5%+14.8pp | 68.0%+23.3pp | 83.2%+8.1pp |
| Annual return | -3.05% | -5.38%+2.3pp | 335.64%-338.7pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,795 | $3,438-47.8% | $2,419-25.8% | $4,866-63.1% |
| Participant deferral / active EE | $2,345 | $4,506-48.0% | $3,328-29.5% | $5,352-56.2% |
| Admin fee / account holder | $20 | $6,768-99.7% | $4,536-99.6% | $9,540-99.8% |