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 | $30,973 | $53,596-42.2% | $90,645-65.8% | $64,186-51.7% |
| Participation rate | 72.7% | 64.5%+8.2pp | 74.0%-1.3pp | 69.6%+3.2pp |
| Annual return | -4.02% | 4.41%-8.4pp | 1.88%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $668 | $1,503-55.5% | $2,532-73.6% | $2,381-71.9% |
| Participant deferral / active EE | $2,113 | $2,459-14.1% | $3,425-38.3% | $3,470-39.1% |
| Admin fee / account holder | $216 | $3,868-94.4% | $4,994-95.7% | $4,888-95.6% |