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 | $28,128 | $87,540-67.9% | $75,781-62.9% | $125,391-77.6% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -1.31% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,286 | $3,930-67.3% | $3,323-61.3% | $4,866-73.6% |
| Participant deferral / active EE | $2,024 | $4,229-52.1% | $3,651-44.6% | $5,352-62.2% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |