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 5-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 | $10,980 | $46,553-76.4% | $64,056-82.9% | $75,163-85.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.70% | 26.03%-5.3pp | 33.69%-13.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,216 | $1,974+62.9% | $2,747+17.1% | $2,670+20.4% |
| Participant deferral / active EE | $2,952 | $2,837+4.1% | $3,880-23.9% | $4,125-28.4% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |