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 | $85,035 | $107,452-20.9% | $91,541-7.1% | $142,382-40.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.36% | 22.06%-7.7pp | 20.50%-6.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,620 | $2,994+20.9% | $2,505+44.5% | $4,299-15.8% |
| Participant deferral / active EE | $12,440 | $4,754+161.7% | $4,008+210.4% | $6,507+91.2% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |