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 7-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 | $98,854 | $117,983-16.2% | $101,794-2.9% | $142,382-30.6% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 22.08% | 36.92%-14.8pp | 30.53%-8.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $17,410 | $2,773+527.9% | $2,289+660.6% | $4,299+305.0% |
| Participant deferral / active EE | $4,232 | $4,714-10.2% | $4,084+3.6% | $6,507-35.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |