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 | $12,126 | $114,381-89.4% | $107,525-88.7% | $142,382-91.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 27.76% | 242.71%-214.9pp | 181.32%-153.6pp | 217.08%-189.3pp |
| Employer contribution / active EE | $1,854 | $4,015-53.8% | $3,754-50.6% | $4,299-56.9% |
| Participant deferral / active EE | $3,764 | $5,564-32.4% | $5,116-26.4% | $6,507-42.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |