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 3-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 | $9,816 | $57,016-82.8% | $84,966-88.4% | $80,856-87.9% |
| Participation rate | 74.1% | 56.3%+17.7pp | 67.5%+6.6pp | 67.6%+6.4pp |
| Annual return | 27.56% | 21.66%+5.9pp | 66.38%-38.8pp | 35.59%-8.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,673 | $3,110+18.1% | $4,519-18.7% | $4,296-14.5% |
| Admin fee / account holder | $16 | $4,980-99.7% | $6,149-99.7% | $6,918-99.8% |