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 | $85,742 | $159,602-46.3% | $150,045-42.9% | $142,382-39.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.57% | 70.24%-40.7pp | 62.55%-33.0pp | 217.08%-187.5pp |
| Employer contribution / active EE | $1,008 | $4,961-79.7% | $4,693-78.5% | $4,299-76.6% |
| Participant deferral / active EE | $19,260 | $8,310+131.8% | $7,997+140.8% | $6,507+196.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |