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 3-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 | $97,364 | $127,065-23.4% | $113,168-14.0% | $142,382-31.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.02% | 24.03%-2.0pp | 24.27%-2.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $10,802 | $3,442+213.8% | $2,975+263.1% | $4,299+151.3% |
| Participant deferral / active EE | $7,354 | $5,716+28.6% | $5,107+44.0% | $6,507+13.0% |
| Admin fee / account holder | $253 | $15,736-98.4% | $12,068-97.9% | $12,624-98.0% |