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 4-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 | $8,174 | $64,839-87.4% | $95,585-91.4% | $84,808-90.4% |
| Participation rate | 80.9% | 63.8%+17.1pp | 72.1%+8.8pp | 68.3%+12.6pp |
| Annual return | 20.33% | -670.96%+691.3pp | 38.56%-18.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $712 | $1,759-59.5% | $2,527-71.8% | $2,631-72.9% |
| Participant deferral / active EE | $1,110 | $2,965-62.5% | $4,023-72.4% | $4,212-73.6% |
| Admin fee / account holder | $239 | $5,964-96.0% | $6,127-96.1% | $7,344-96.8% |