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 9-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 | $61,169 | $103,376-40.8% | $87,100-29.8% | $152,861-60.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 30.85% | 28.10%+2.8pp | 28.19%+2.7pp | 345.32%-314.5pp |
| Employer contribution / active EE | $2,874 | $3,220-10.8% | $2,521+14.0% | $4,762-39.7% |
| Participant deferral / active EE | $8,619 | $4,778+80.4% | $4,049+112.9% | $5,850+47.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |