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 | $17,648 | $177,572-90.1% | $154,803-88.6% | $142,382-87.6% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 32.33% | 65.07%-32.7pp | 58.88%-26.6pp | 217.08%-184.7pp |
| Employer contribution / active EE | $3,799 | $4,810-21.0% | $4,305-11.8% | $4,299-11.6% |
| Participant deferral / active EE | $4,138 | $6,272-34.0% | $5,540-25.3% | $6,507-36.4% |
| Admin fee / account holder | $153 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |