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 | $92,064 | $102,616-10.3% | $81,983+12.3% | $158,922-42.1% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 22.44% | 61.04%-38.6pp | 41.31%-18.9pp | 302.83%-280.4pp |
| Employer contribution / active EE | $6,366 | $3,240+96.5% | $2,498+154.8% | $4,761+33.7% |
| Participant deferral / active EE | $9,556 | $4,648+105.6% | $3,722+156.7% | $5,982+59.7% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |