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 | $66,782 | $95,266-29.9% | $82,389-18.9% | $142,382-53.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 29.49% | 25.74%+3.8pp | 28.67%+0.8pp | 217.08%-187.6pp |
| Employer contribution / active EE | $1,220 | $2,991-59.2% | $2,517-51.5% | $4,299-71.6% |
| Participant deferral / active EE | $26,700 | $4,809+455.2% | $4,155+542.7% | $6,507+310.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |