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 8-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 | $43,553 | $42,383+2.8% | $76,523-43.1% | $64,186-32.1% |
| Participation rate | 91.2% | 58.1%+33.1pp | 68.0%+23.2pp | 69.6%+21.7pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,849 | $1,563+146.2% | $2,647+45.4% | $2,381+61.7% |
| Participant deferral / active EE | $6,765 | $2,566+163.6% | $3,835+76.4% | $3,470+95.0% |
| Admin fee / account holder | $107 | $3,198-96.7% | $4,848-97.8% | $4,888-97.8% |