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 3-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 | $89,301 | $117,983-24.3% | $101,794-12.3% | $142,382-37.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.14% | 36.92%-9.8pp | 30.53%-3.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $8,407 | $2,773+203.2% | $2,289+267.3% | $4,299+95.5% |
| Participant deferral / active EE | $16,975 | $4,714+260.1% | $4,084+315.7% | $6,507+160.9% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |