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 | $37,844 | $87,540-56.8% | $75,781-50.1% | $125,391-69.8% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -2.80% | 13.48%-16.3pp | 9.68%-12.5pp | 282.22%-285.0pp |
| Employer contribution / active EE | $660 | $3,930-83.2% | $3,323-80.1% | $4,866-86.4% |
| Participant deferral / active EE | $2,639 | $4,229-37.6% | $3,651-27.7% | $5,352-50.7% |
| Admin fee / account holder | $61 | $6,502-99.1% | $5,299-98.8% | $9,540-99.4% |