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 | $25,782 | $74,888-65.6% | $71,209-63.8% | $142,382-81.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 27.24% | 345.14%-317.9pp | 282.51%-255.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $2,885 | $2,854+1.1% | $2,721+6.0% | $4,299-32.9% |
| Participant deferral / active EE | $4,507 | $4,454+1.2% | $4,175+7.9% | $6,507-30.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |