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 | $17,388 | $159,602-89.1% | $150,045-88.4% | $142,382-87.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 23.41% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,608 | $4,961-67.6% | $4,693-65.7% | $4,299-62.6% |
| Participant deferral / active EE | $3,079 | $8,310-63.0% | $7,997-61.5% | $6,507-52.7% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |