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 | $28,830 | $114,237-74.8% | $119,258-75.8% | $167,490-82.8% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.7%+9.6pp | 82.1%+10.2pp |
| Annual return | 38.74% | 29.87%+8.9pp | 30.69%+8.0pp | 478.56%-439.8pp |
| Employer contribution / active EE | $8,595 | $4,481+91.8% | $4,384+96.0% | $4,837+77.7% |
| Participant deferral / active EE | $11,675 | $6,084+91.9% | $6,111+91.0% | $6,341+84.1% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |