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 | $20,110 | $127,065-84.2% | $113,168-82.2% | $142,382-85.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.47% | 24.03%+2.4pp | 24.27%+2.2pp | 217.08%-190.6pp |
| Employer contribution / active EE | $3,671 | $3,442+6.7% | $2,975+23.4% | $4,299-14.6% |
| Participant deferral / active EE | $4,751 | $5,716-16.9% | $5,107-7.0% | $6,507-27.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |