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 | $13,376 | $74,888-82.1% | $71,209-81.2% | $142,382-90.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 31.23% | 345.14%-313.9pp | 282.51%-251.3pp | 217.08%-185.8pp |
| Employer contribution / active EE | $3,004 | $2,854+5.3% | $2,721+10.4% | $4,299-30.1% |
| Participant deferral / active EE | $3,711 | $4,454-16.7% | $4,175-11.1% | $6,507-43.0% |
| Admin fee / account holder | $293 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |