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 | $25,511 | $43,327-41.1% | $59,878-57.4% | $64,186-60.3% |
| Participation rate | 86.1% | 69.2%+16.9pp | 74.7%+11.4pp | 69.6%+16.5pp |
| Annual return | -5.81% | -1.55%-4.3pp | 3.46%-9.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $854 | $2,028-57.9% | $2,722-68.6% | $2,381-64.1% |
| Participant deferral / active EE | $3,260 | $2,546+28.1% | $3,402-4.2% | $3,470-6.0% |
| Admin fee / account holder | $217 | $3,005-92.8% | $3,590-94.0% | $4,888-95.6% |