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 | $36,863 | $54,350-32.2% | $82,719-55.4% | $68,494-46.2% |
| Participation rate | 73.3% | 63.9%+9.4pp | 72.6%+0.8pp | 67.9%+5.4pp |
| Annual return | -18.07% | -13.67%-4.4pp | 701.18%-719.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $869 | $2,218-60.8% | $3,009-71.1% | $2,596-66.5% |
| Participant deferral / active EE | $2,100 | $3,246-35.3% | $4,395-52.2% | $4,027-47.9% |
| Admin fee / account holder | $2 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |