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 5-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 | $28,416 | $127,065-77.6% | $113,168-74.9% | $142,382-80.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.66% | 24.03%+3.6pp | 24.27%+3.4pp | 217.08%-189.4pp |
| Employer contribution / active EE | $2,120 | $3,442-38.4% | $2,975-28.7% | $4,299-50.7% |
| Participant deferral / active EE | $2,482 | $5,716-56.6% | $5,107-51.4% | $6,507-61.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |