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 | $164,624 | $227,553-27.7% | $189,557-13.2% | $167,490-1.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.24% | 78.40%-64.2pp | 64.17%-49.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,110 | $5,316-79.1% | $4,412-74.8% | $4,837-77.1% |
| Participant deferral / active EE | $22,750 | $7,002+224.9% | $6,174+268.5% | $6,341+258.8% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |