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 4-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 | $20,581 | $110,257-81.3% | $96,544-78.7% | $139,434-85.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 32.57% | 26.32%+6.3pp | 25.84%+6.7pp | 372.94%-340.4pp |
| Employer contribution / active EE | $2,593 | $3,620-28.4% | $2,965-12.6% | $4,751-45.4% |
| Participant deferral / active EE | $7,762 | $5,548+39.9% | $4,851+60.0% | $6,710+15.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |