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 | $30,458 | $71,883-57.6% | $86,677-64.9% | $68,494-55.5% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | -14.73% | 3.52%-18.3pp | 35.91%-50.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,789 | $2,173-17.6% | $2,836-36.9% | $2,596-31.1% |
| Participant deferral / active EE | $2,210 | $3,779-41.5% | $4,656-52.5% | $4,027-45.1% |
| Admin fee / account holder | $12 | $6,112-99.8% | $7,493-99.8% | $5,403-99.8% |