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 5-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 | $17,517 | $100,773-82.6% | $88,946-80.3% | $142,382-87.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 36.74% | 70.18%-33.4pp | 57.82%-21.1pp | 217.08%-180.3pp |
| Employer contribution / active EE | $2,992 | $2,918+2.6% | $2,555+17.1% | $4,299-30.4% |
| Participant deferral / active EE | $3,452 | $5,230-34.0% | $4,581-24.6% | $6,507-46.9% |
| Admin fee / account holder | $67 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |