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 4-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 | $59,642 | $111,754-46.6% | $103,333-42.3% | $145,922-59.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.18% | 24.77%-1.6pp | 24.88%-1.7pp | 561.29%-538.1pp |
| Employer contribution / active EE | $4,420 | $4,212+4.9% | $3,868+14.3% | $4,660-5.1% |
| Participant deferral / active EE | $16,575 | $5,619+195.0% | $5,057+227.7% | $6,688+147.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |