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 | $93,474 | $165,984-43.7% | $164,813-43.3% | $145,922-35.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 8.94% | 100.03%-91.1pp | 69.93%-61.0pp | 561.29%-552.3pp |
| Employer contribution / active EE | $7,732 | $5,273+46.6% | $4,341+78.1% | $4,660+65.9% |
| Participant deferral / active EE | $11,393 | $6,959+63.7% | $6,031+88.9% | $6,688+70.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |