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 | $62,285 | $159,602-61.0% | $150,045-58.5% | $142,382-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.69% | 70.24%-45.5pp | 62.55%-37.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $3,328 | $4,961-32.9% | $4,693-29.1% | $4,299-22.6% |
| Participant deferral / active EE | $8,320 | $8,310+0.1% | $7,997+4.0% | $6,507+27.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |