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 | $65,959 | $201,272-67.2% | $184,203-64.2% | $145,922-54.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.54% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $16,193 | $7,022+130.6% | $6,427+152.0% | $4,660+247.5% |
| Participant deferral / active EE | $9,916 | $9,806+1.1% | $9,131+8.6% | $6,688+48.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |