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 | $106,049 | $117,983-10.1% | $101,794+4.2% | $142,382-25.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.46% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $7,232 | $2,773+160.8% | $2,289+216.0% | $4,299+68.2% |
| Participant deferral / active EE | $7,833 | $4,714+66.2% | $4,084+91.8% | $6,507+20.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |