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 9-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 | $101,715 | $111,301-8.6% | $112,977-10.0% | $158,922-36.0% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 15.05% | 26.40%-11.3pp | 24.24%-9.2pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,133 | $4,471-29.9% | $4,255-26.4% | $4,761-34.2% |
| Participant deferral / active EE | $5,220 | $5,880-11.2% | $5,836-10.6% | $5,982-12.7% |
| Admin fee / account holder | $4 | $8,392-99.9% | $6,294-99.9% | $11,246-100.0% |