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 | $26,016 | $73,867-64.8% | $143,757-81.9% | $68,494-62.0% |
| Participation rate | 79.5% | 66.7%+12.8pp | 80.3%-0.8pp | 67.9%+11.6pp |
| Annual return | -12.68% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,062 | $3,184-35.2% | $4,951-58.3% | $2,596-20.6% |
| Participant deferral / active EE | $5,033 | $3,384+48.7% | $5,637-10.7% | $4,027+25.0% |
| Admin fee / account holder | $181 | $5,755-96.9% | $14,673-98.8% | $5,403-96.7% |