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 4-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 | $13,007 | $114,381-88.6% | $107,525-87.9% | $142,382-90.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 29.07% | 242.71%-213.6pp | 181.32%-152.2pp | 217.08%-188.0pp |
| Employer contribution / active EE | $1,871 | $4,015-53.4% | $3,754-50.2% | $4,299-56.5% |
| Participant deferral / active EE | $1,871 | $5,564-66.4% | $5,116-63.4% | $6,507-71.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |