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 6-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 | $13,847 | $53,162-74.0% | $91,220-84.8% | $68,494-79.8% |
| Participation rate | 86.2% | 63.2%+23.0pp | 73.2%+13.0pp | 67.9%+18.3pp |
| Annual return | -17.94% | -3.14%-14.8pp | 114.01%-132.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,292 | $1,709-24.4% | $2,850-54.7% | $2,596-50.2% |
| Participant deferral / active EE | $2,324 | $2,974-21.9% | $4,234-45.1% | $4,027-42.3% |
| Admin fee / account holder | $122 | $4,493-97.3% | $5,420-97.7% | $5,403-97.7% |