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 | $8,886 | $80,717-89.0% | $154,803-94.3% | $84,808-89.5% |
| Participation rate | 70.4% | 66.8%+3.6pp | 78.1%-7.7pp | 68.3%+2.1pp |
| Annual return | 32.18% | 37.96%-5.8pp | 58.88%-26.7pp | 40.90%-8.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,729 | $3,303-17.4% | $5,540-50.7% | $4,212-35.2% |
| Admin fee / account holder | $98 | $6,746-98.5% | $14,329-99.3% | $7,344-98.7% |