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 | $12,168 | $71,829-83.1% | $69,780-82.6% | $142,382-91.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 25.12% | 31.01%-5.9pp | 26.31%-1.2pp | 217.08%-192.0pp |
| Employer contribution / active EE | $513 | $4,385-88.3% | $4,168-87.7% | $4,299-88.1% |
| Participant deferral / active EE | $4,087 | $6,819-40.1% | $6,164-33.7% | $6,507-37.2% |
| Admin fee / account holder | $0 | $7,818-100.0% | $7,285-100.0% | $12,624-100.0% |