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 | $104,082 | $56,357+84.7% | $104,294-0.2% | $68,494+52.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 21.49% | -9.19%+30.7pp | 24.61%-3.1pp | -7.84%+29.3pp |
| Employer contribution / active EE | $1,081 | $1,960-44.8% | $3,372-67.9% | $2,596-58.4% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $32 | $4,903-99.3% | $7,339-99.6% | $5,403-99.4% |