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 9-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 | $13,026 | $53,162-75.5% | $91,220-85.7% | $68,494-81.0% |
| Participation rate | 77.6% | 63.2%+14.4pp | 73.2%+4.4pp | 67.9%+9.7pp |
| Annual return | -16.51% | -3.14%-13.4pp | 114.01%-130.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,473 | $1,709-13.8% | $2,850-48.3% | $2,596-43.3% |
| Participant deferral / active EE | $1,332 | $2,974-55.2% | $4,234-68.5% | $4,027-66.9% |
| Admin fee / account holder | $81 | $4,493-98.2% | $5,420-98.5% | $5,403-98.5% |