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 9-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 | $23,574 | $177,572-86.7% | $154,803-84.8% | $142,382-83.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.89% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,654 | $4,810-65.6% | $4,305-61.6% | $4,299-61.5% |
| Participant deferral / active EE | $2,939 | $6,272-53.1% | $5,540-47.0% | $6,507-54.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |