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 | $14,420 | $45,863-68.6% | $77,024-81.3% | $68,494-78.9% |
| Participation rate | 87.2% | 55.9%+31.3pp | 67.9%+19.3pp | 67.9%+19.3pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,245 | $2,962+77.1% | $4,426+18.5% | $4,027+30.2% |
| Admin fee / account holder | $6 | $3,041-99.8% | $5,425-99.9% | $5,403-99.9% |