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 | $59,688 | $127,065-53.0% | $113,168-47.3% | $142,382-58.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.65% | 24.03%-2.4pp | 24.27%-2.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,633 | $3,442-52.5% | $2,975-45.1% | $4,299-62.0% |
| Participant deferral / active EE | $18,237 | $5,716+219.0% | $5,107+257.1% | $6,507+180.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |