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 | $10,537 | $96,635-89.1% | $86,612-87.8% | $139,434-92.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 28.32% | 106.41%-78.1pp | 591.07%-562.8pp | 372.94%-344.6pp |
| Employer contribution / active EE | $1,571 | $3,263-51.9% | $3,022-48.0% | $4,751-66.9% |
| Participant deferral / active EE | $2,411 | $4,836-50.1% | $4,438-45.7% | $6,710-64.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |