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 | $90,477 | $117,983-23.3% | $101,794-11.1% | $142,382-36.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.76% | 36.92%-15.2pp | 30.53%-8.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,277 | $2,773+18.2% | $2,289+43.1% | $4,299-23.8% |
| Participant deferral / active EE | $13,530 | $4,714+187.0% | $4,084+231.3% | $6,507+107.9% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |