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 10-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 | $109,037 | $117,983-7.6% | $101,794+7.1% | $142,382-23.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.96% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,050 | $2,773+10.0% | $2,289+33.3% | $4,299-29.1% |
| Participant deferral / active EE | $2,808 | $4,714-40.4% | $4,084-31.2% | $6,507-56.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |