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 | $90,358 | $94,338-4.2% | $100,534-10.1% | $142,382-36.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 20.62% | 29.20%-8.6pp | 32.66%-12.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,970 | $4,237+17.3% | $4,346+14.4% | $4,299+15.6% |
| Participant deferral / active EE | $2,957 | $5,934-50.2% | $6,144-51.9% | $6,507-54.6% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |