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 | $17,012 | $100,773-83.1% | $88,946-80.9% | $142,382-88.1% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 19.73% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,363 | $2,918-53.3% | $2,555-46.7% | $4,299-68.3% |
| Participant deferral / active EE | $2,411 | $5,230-53.9% | $4,581-47.4% | $6,507-63.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |