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 | $21,101 | $74,888-71.8% | $71,209-70.4% | $142,382-85.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 35.41% | 345.14%-309.7pp | 282.51%-247.1pp | 217.08%-181.7pp |
| Employer contribution / active EE | $2,137 | $2,854-25.1% | $2,721-21.5% | $4,299-50.3% |
| Participant deferral / active EE | $6,080 | $4,454+36.5% | $4,175+45.6% | $6,507-6.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |