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 | $65,543 | $110,261-40.6% | $95,745-31.5% | $139,434-53.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.72% | 27.11%-8.4pp | 28.35%-9.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,160 | $3,257-33.7% | $2,835-23.8% | $4,751-54.5% |
| Participant deferral / active EE | $18,000 | $4,676+285.0% | $4,245+324.1% | $6,710+168.2% |
| Admin fee / account holder | $229 | $6,613-96.5% | $5,678-96.0% | $11,403-98.0% |