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 | $11,696 | $117,983-90.1% | $101,794-88.5% | $142,382-91.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 24.71% | 36.92%-12.2pp | 30.53%-5.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,003 | $4,714-36.3% | $4,084-26.5% | $6,507-53.9% |
| Admin fee / account holder | $14 | $10,433-99.9% | $8,777-99.8% | $12,624-99.9% |