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 6-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 | $14,141 | $52,279-73.0% | $89,391-84.2% | $79,858-82.3% |
| Participation rate | 83.7% | 57.5%+26.1pp | 68.0%+15.7pp | 69.6%+14.0pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,368 | $2,740+59.4% | $3,890+12.3% | $3,740+16.8% |
| Admin fee / account holder | $174 | $3,356-94.8% | $4,881-96.4% | $5,306-96.7% |