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 | $17,111 | $100,773-83.0% | $88,946-80.8% | $142,382-88.0% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 21.04% | 70.18%-49.1pp | 57.82%-36.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,804 | $2,918-38.2% | $2,555-29.4% | $4,299-58.0% |
| Participant deferral / active EE | $3,004 | $5,230-42.6% | $4,581-34.4% | $6,507-53.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |