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 | $32,228 | $84,527-61.9% | $67,711-52.4% | $125,391-74.3% |
| Participation rate | 70.0% | 74.8%-4.8pp | 67.5%+2.5pp | 83.2%-13.2pp |
| Annual return | -2.11% | 2.57%-4.7pp | 25.41%-27.5pp | 282.22%-284.3pp |
| Employer contribution / active EE | $967 | $3,292-70.6% | $2,559-62.2% | $4,866-80.1% |
| Participant deferral / active EE | $2,019 | $4,429-54.4% | $3,585-43.7% | $5,352-62.3% |
| Admin fee / account holder | $29 | $5,340-99.5% | $4,255-99.3% | $9,540-99.7% |