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 | $18,465 | $159,602-88.4% | $150,045-87.7% | $142,382-87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 32.56% | 70.24%-37.7pp | 62.55%-30.0pp | 217.08%-184.5pp |
| Employer contribution / active EE | $2,305 | $4,961-53.5% | $4,693-50.9% | $4,299-46.4% |
| Participant deferral / active EE | $5,379 | $8,310-35.3% | $7,997-32.7% | $6,507-17.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |