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 | $39,165 | $79,633-50.8% | $93,789-58.2% | $68,494-42.8% |
| Participation rate | 73.3% | 75.4%-2.0pp | 81.0%-7.6pp | 67.9%+5.4pp |
| Annual return | -18.30% | -0.10%-18.2pp | -11.33%-7.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,479 | $3,665-59.7% | $4,323-65.8% | $2,596-43.1% |
| Participant deferral / active EE | $6,808 | $5,158+32.0% | $6,094+11.7% | $4,027+69.1% |
| Admin fee / account holder | $253 | $6,871-96.3% | $7,195-96.5% | $5,403-95.3% |