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 | $14,964 | $99,918-85.0% | $81,382-81.6% | $145,922-89.7% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.5%+23.4pp | 80.3%+12.6pp |
| Annual return | 10.87% | 34.32%-23.5pp | 24.73%-13.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,107 | $2,978-29.2% | $2,463-14.4% | $4,660-54.8% |
| Participant deferral / active EE | $3,147 | $4,605-31.7% | $3,883-19.0% | $6,688-52.9% |
| Admin fee / account holder | $2 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |