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 7-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 | $45,189 | $110,094-59.0% | $151,611-70.2% | $68,494-34.0% |
| Participation rate | 91.2% | 84.0%+7.2pp | 87.5%+3.7pp | 67.9%+23.3pp |
| Annual return | -12.29% | -10.12%-2.2pp | 3.33%-15.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $3,011 | $4,471-32.6% | $6,166-51.2% | $2,596+16.0% |
| Participant deferral / active EE | $4,772 | $6,527-26.9% | $8,363-42.9% | $4,027+18.5% |
| Admin fee / account holder | $217 | $7,719-97.2% | $11,616-98.1% | $5,403-96.0% |