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 5-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 | $64,752 | $142,344-54.5% | $119,609-45.9% | $134,475-51.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 8.09% | -12.44%+20.5pp | -14.97%+23.1pp | 417.96%-409.9pp |
| Employer contribution / active EE | $8,252 | $5,222+58.0% | $4,232+95.0% | $4,740+74.1% |
| Participant deferral / active EE | $27,000 | $6,469+317.3% | $5,602+382.0% | $6,400+321.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |