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 | $5,566 | $85,022-93.5% | $70,515-92.1% | $139,434-96.0% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 20.81% | 30.38%-9.6pp | 32.77%-12.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,897 | $5,890-50.8% | $4,567-36.6% | $6,710-56.8% |
| Admin fee / account holder | $32 | $8,906-99.6% | $6,412-99.5% | $11,403-99.7% |