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 | $98,994 | $117,983-16.1% | $101,794-2.8% | $142,382-30.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.65% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,643 | $2,773-4.7% | $2,289+15.4% | $4,299-38.5% |
| Participant deferral / active EE | $11,312 | $4,714+140.0% | $4,084+177.0% | $6,507+73.8% |
| Admin fee / account holder | $83 | $10,433-99.2% | $8,777-99.1% | $12,624-99.3% |