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 | $62,606 | $110,261-43.2% | $95,745-34.6% | $139,434-55.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.50% | 27.11%-11.6pp | 28.35%-12.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,660 | $3,257-18.3% | $2,835-6.2% | $4,751-44.0% |
| Participant deferral / active EE | $6,650 | $4,676+42.2% | $4,245+56.7% | $6,710-0.9% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |