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 | $72,549 | $163,101-55.5% | $136,749-46.9% | $142,382-49.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.48% | 27.54%-12.1pp | 24.33%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,791 | $4,117+16.4% | $3,400+40.9% | $4,299+11.4% |
| Participant deferral / active EE | $7,240 | $5,585+29.6% | $4,692+54.3% | $6,507+11.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |