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 | $43,477 | $95,862-54.6% | $79,550-45.3% | $134,475-67.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -18.21% | -2.69%-15.5pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,251 | $3,128-28.0% | $2,413-6.7% | $4,740-52.5% |
| Participant deferral / active EE | $6,816 | $4,693+45.2% | $3,985+71.0% | $6,400+6.5% |
| Admin fee / account holder | $23 | $9,126-99.7% | $6,832-99.7% | $11,426-99.8% |