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 | $17,172 | $95,266-82.0% | $82,389-79.2% | $142,382-87.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 31.40% | 25.74%+5.7pp | 28.67%+2.7pp | 217.08%-185.7pp |
| Employer contribution / active EE | $2,705 | $2,991-9.6% | $2,517+7.5% | $4,299-37.1% |
| Participant deferral / active EE | $4,638 | $4,809-3.6% | $4,155+11.6% | $6,507-28.7% |
| Admin fee / account holder | $2 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |