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 3-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 | $137,253 | $95,266+44.1% | $82,389+66.6% | $142,382-3.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 25.65% | 25.74%-0.1pp | 28.67%-3.0pp | 217.08%-191.4pp |
| Employer contribution / active EE | $10,700 | $2,991+257.7% | $2,517+325.1% | $4,299+148.9% |
| Participant deferral / active EE | $28,188 | $4,809+486.1% | $4,155+578.5% | $6,507+333.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |