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 9-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 | $57,299 | $110,261-48.0% | $95,745-40.2% | $139,434-58.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.69% | 27.11%-10.4pp | 28.35%-11.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,048 | $3,257+24.3% | $2,835+42.8% | $4,751-14.8% |
| Participant deferral / active EE | $6,670 | $4,676+42.6% | $4,245+57.1% | $6,710-0.6% |
| Admin fee / account holder | $206 | $6,613-96.9% | $5,678-96.4% | $11,403-98.2% |