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 | $12,903 | $158,398-91.9% | $126,539-89.8% | $142,382-90.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 22.03% | 593.76%-571.7pp | 425.95%-403.9pp | 217.08%-195.0pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,323 | $4,767-30.3% | $4,083-18.6% | $6,507-48.9% |
| Admin fee / account holder | $15 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |