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 3-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 | $61,365 | $100,773-39.1% | $88,946-31.0% | $142,382-56.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.41% | 70.18%-44.8pp | 57.82%-32.4pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,271 | $2,918+12.1% | $2,555+28.0% | $4,299-23.9% |
| Participant deferral / active EE | $28,376 | $5,230+442.5% | $4,581+519.4% | $6,507+336.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |