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 7-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 | $18,299 | $42,894-57.3% | $60,874-69.9% | $68,494-73.3% |
| Participation rate | 96.0% | 66.8%+29.2pp | 73.1%+22.9pp | 67.9%+28.1pp |
| Annual return | -14.33% | -13.98%-0.3pp | 16.90%-31.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $635 | $1,978-67.9% | $2,701-76.5% | $2,596-75.6% |
| Participant deferral / active EE | $3,733 | $2,867+30.2% | $3,817-2.2% | $4,027-7.3% |
| Admin fee / account holder | $17 | $3,101-99.5% | $3,224-99.5% | $5,403-99.7% |