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 8-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 | $48,425 | $73,004-33.7% | $90,749-46.6% | $68,494-29.3% |
| Participation rate | 92.0% | 70.8%+21.2pp | 75.7%+16.3pp | 67.9%+24.1pp |
| Annual return | -3.71% | -13.81%+10.1pp | -12.16%+8.5pp | -7.84%+4.1pp |
| Employer contribution / active EE | $5,884 | $2,193+168.3% | $2,921+101.5% | $2,596+126.6% |
| Participant deferral / active EE | $10,134 | $3,627+179.4% | $4,564+122.0% | $4,027+151.6% |
| Admin fee / account holder | $288 | $5,896-95.1% | $8,445-96.6% | $5,403-94.7% |