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 6-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 | $104,817 | $228,332-54.1% | $185,823-43.6% | $158,922-34.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.19% | 40.80%-22.6pp | 35.95%-17.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $6,700 | $4,967+34.9% | $4,087+63.9% | $4,761+40.7% |
| Participant deferral / active EE | $5,300 | $6,415-17.4% | $5,632-5.9% | $5,982-11.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |