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 | $17,322 | $87,540-80.2% | $75,781-77.1% | $125,391-86.2% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -3.39% | 13.48%-16.9pp | 9.68%-13.1pp | 282.22%-285.6pp |
| Employer contribution / active EE | $974 | $3,930-75.2% | $3,323-70.7% | $4,866-80.0% |
| Participant deferral / active EE | $2,664 | $4,229-37.0% | $3,651-27.0% | $5,352-50.2% |
| Admin fee / account holder | $55 | $6,502-99.2% | $5,299-99.0% | $9,540-99.4% |