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 | $79,799 | $95,803-16.7% | $113,168-29.5% | $84,808-5.9% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 19.48% | 25.00%-5.5pp | 24.27%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,420 | $2,360+2.6% | $2,975-18.6% | $2,631-8.0% |
| Participant deferral / active EE | $5,673 | $4,242+33.7% | $5,107+11.1% | $4,212+34.7% |
| Admin fee / account holder | $276 | $8,989-96.9% | $12,068-97.7% | $7,344-96.2% |