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 6-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 | $34,275 | $95,266-64.0% | $82,389-58.4% | $142,382-75.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 62.00% | 25.74%+36.3pp | 28.67%+33.3pp | 217.08%-155.1pp |
| Employer contribution / active EE | $4,590 | $2,991+53.5% | $2,517+82.4% | $4,299+6.8% |
| Participant deferral / active EE | $20,655 | $4,809+329.5% | $4,155+397.2% | $6,507+217.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |