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 | $55,524 | $127,065-56.3% | $113,168-50.9% | $142,382-61.0% |
| Participation rate | 72.2% | 79.2%-7.0pp | 76.6%-4.3pp | 80.1%-7.9pp |
| Annual return | 18.02% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,079 | $3,442+76.6% | $2,975+104.3% | $4,299+41.4% |
| Participant deferral / active EE | $4,024 | $5,716-29.6% | $5,107-21.2% | $6,507-38.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |