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 | $19,416 | $95,266-79.6% | $82,389-76.4% | $142,382-86.4% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 25.60% | 25.74%-0.1pp | 28.67%-3.1pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,342 | $2,991-55.1% | $2,517-46.7% | $4,299-68.8% |
| Participant deferral / active EE | $4,891 | $4,809+1.7% | $4,155+17.7% | $6,507-24.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |