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 | $69,066 | $74,888-7.8% | $71,209-3.0% | $142,382-51.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.39% | 345.14%-320.7pp | 282.51%-258.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $6,996 | $2,854+145.1% | $2,721+157.1% | $4,299+62.7% |
| Participant deferral / active EE | $10,758 | $4,454+141.5% | $4,175+157.7% | $6,507+65.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |