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 | $14,852 | $61,774-76.0% | $97,226-84.7% | $80,856-81.6% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.7%+17.8pp | 67.6%+22.8pp |
| Annual return | 14.60% | -557.90%+572.5pp | 75.13%-60.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,705 | $1,837-7.1% | $2,729-37.5% | $2,755-38.1% |
| Participant deferral / active EE | $5,754 | $3,029+90.0% | $4,264+35.0% | $4,296+33.9% |
| Admin fee / account holder | $211 | $5,166-95.9% | $5,654-96.3% | $6,918-96.9% |