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 | $12,630 | $100,773-87.5% | $88,946-85.8% | $142,382-91.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.30% | 70.18%-45.9pp | 57.82%-33.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,665 | $2,918-43.0% | $2,555-34.9% | $4,299-61.3% |
| Participant deferral / active EE | $2,574 | $5,230-50.8% | $4,581-43.8% | $6,507-60.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |