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 | $6,821 | $107,452-93.7% | $91,541-92.5% | $142,382-95.2% |
| Participation rate | 81.8% | 75.1%+6.7pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 18.70% | 22.06%-3.4pp | 20.50%-1.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,439 | $4,754-69.7% | $4,008-64.1% | $6,507-77.9% |
| Admin fee / account holder | $33 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |