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 | $11,706 | $114,381-89.8% | $107,525-89.1% | $142,382-91.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 28.05% | 242.71%-214.7pp | 181.32%-153.3pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,579 | $4,015-35.8% | $3,754-31.3% | $4,299-40.0% |
| Participant deferral / active EE | $5,400 | $5,564-3.0% | $5,116+5.6% | $6,507-17.0% |
| Admin fee / account holder | $141 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |