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 5-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 | $10,216 | $53,516-80.9% | $126,539-91.9% | $84,808-88.0% |
| Participation rate | 78.1% | 58.2%+19.9pp | 69.8%+8.3pp | 68.3%+9.8pp |
| Annual return | 22.07% | 58.34%-36.3pp | 425.95%-403.9pp | 40.90%-18.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,711 | $2,671-35.9% | $4,083-58.1% | $4,212-59.4% |
| Admin fee / account holder | $288 | $4,497-93.6% | $6,065-95.2% | $7,344-96.1% |