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 9-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 | $27,262 | $106,515-74.4% | $96,683-71.8% | $139,434-80.4% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 20.82% | 38.43%-17.6pp | 35.69%-14.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,857 | $5,454-10.9% | $4,878-0.4% | $6,710-27.6% |
| Admin fee / account holder | $13 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |