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 | $46,499 | $95,266-51.2% | $82,389-43.6% | $142,382-67.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.77% | 25.74%-8.0pp | 28.67%-10.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,260 | $2,991+109.3% | $2,517+148.7% | $4,299+45.6% |
| Participant deferral / active EE | $15,741 | $4,809+227.3% | $4,155+278.9% | $6,507+141.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |