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 10-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 | $0 | $507,760-100.0% | $505,189-100.0% | $532,464-100.0% |
| Participation rate | 0.0% | 91.3%-91.3pp | 90.4%-90.4pp | 89.6%-89.6pp |
| Annual return | 16.72% | 13.03%+3.7pp | 13.03%+3.7pp | 10.38%+6.3pp |
| Employer contribution / active EE | $8,985 | $15,890-43.5% | $16,213-44.6% | $19,351-53.6% |
| Participant deferral / active EE | $0 | $13,485-100.0% | $13,093-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $6,250-100.0% | $6,372-100.0% | $14,894-100.0% |