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 | $65,383 | $127,065-48.5% | $113,168-42.2% | $142,382-54.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.79% | 24.03%-0.2pp | 24.27%-0.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $3,599 | $3,442+4.6% | $2,975+21.0% | $4,299-16.3% |
| Participant deferral / active EE | $7,904 | $5,716+38.3% | $5,107+54.8% | $6,507+21.5% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |