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 | $3,712 | $54,705-93.2% | $71,209-94.8% | $84,808-95.6% |
| Participation rate | 85.3% | 64.1%+21.2pp | 73.8%+11.5pp | 68.3%+17.0pp |
| Annual return | 36.92% | 35.90%+1.0pp | 282.51%-245.6pp | 40.90%-4.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,021 | $3,030-33.3% | $4,175-51.6% | $4,212-52.0% |
| Admin fee / account holder | $56 | $4,863-98.8% | $5,349-99.0% | $7,344-99.2% |