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 | $69,049 | $177,572-61.1% | $154,803-55.4% | $142,382-51.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.42% | 65.07%-39.7pp | 58.88%-33.5pp | 217.08%-191.7pp |
| Employer contribution / active EE | $6,600 | $4,810+37.2% | $4,305+53.3% | $4,299+53.5% |
| Participant deferral / active EE | $7,920 | $6,272+26.3% | $5,540+42.9% | $6,507+21.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |