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 | $13,521 | $95,266-85.8% | $82,389-83.6% | $142,382-90.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 30.92% | 25.74%+5.2pp | 28.67%+2.3pp | 217.08%-186.2pp |
| Employer contribution / active EE | $2,161 | $2,991-27.8% | $2,517-14.1% | $4,299-49.7% |
| Participant deferral / active EE | $4,145 | $4,809-13.8% | $4,155-0.2% | $6,507-36.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |