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 | $13,914 | $74,888-81.4% | $71,209-80.5% | $142,382-90.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.10% | 345.14%-318.0pp | 282.51%-255.4pp | 217.08%-190.0pp |
| Employer contribution / active EE | $2,634 | $2,854-7.7% | $2,721-3.2% | $4,299-38.7% |
| Participant deferral / active EE | $4,014 | $4,454-9.9% | $4,175-3.9% | $6,507-38.3% |
| Admin fee / account holder | $221 | $5,568-96.0% | $5,349-95.9% | $12,624-98.3% |