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 | $95,218 | $118,450-19.6% | $98,439-3.3% | $139,434-31.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.99% | 18.94%-3.0pp | 21.16%-5.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $5,902 | $3,609+63.5% | $3,048+93.6% | $4,751+24.2% |
| Participant deferral / active EE | $18,381 | $5,392+240.9% | $4,738+288.0% | $6,710+173.9% |
| Admin fee / account holder | $20 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |