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 | $4,522 | $70,756-93.6% | $65,493-93.1% | $142,382-96.8% |
| Participation rate | 94.1% | 77.4%+16.7pp | 73.1%+21.0pp | 80.1%+14.0pp |
| Annual return | 11.38% | 1754.89%-1743.5pp | 982.45%-971.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $771 | $2,881-73.2% | $2,574-70.1% | $4,299-82.1% |
| Participant deferral / active EE | $1,342 | $4,637-71.1% | $3,961-66.1% | $6,507-79.4% |
| Admin fee / account holder | $97 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |