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 3-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 | $13,622 | $114,381-88.1% | $107,525-87.3% | $142,382-90.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 28.11% | 242.71%-214.6pp | 181.32%-153.2pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,116 | $4,015-47.3% | $3,754-43.6% | $4,299-50.8% |
| Participant deferral / active EE | $2,428 | $5,564-56.4% | $5,116-52.5% | $6,507-62.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |