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 | $35,971 | $131,829-72.7% | $108,579-66.9% | $273,961-86.9% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 3.80% | -91.57%+95.4pp | -51.70%+55.5pp | 41.45%-37.6pp |
| Employer contribution / active EE | $983 | $4,912-80.0% | $3,758-73.9% | $4,869-79.8% |
| Participant deferral / active EE | $2,144 | $5,127-58.2% | $4,311-50.3% | $5,287-59.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |