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 | $143,515 | $238,490-39.8% | $180,183-20.4% | $142,382+0.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.06% | 33.56%-15.5pp | 27.86%-9.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,383 | $6,143-28.7% | $5,039-13.0% | $4,299+1.9% |
| Participant deferral / active EE | $8,546 | $7,996+6.9% | $6,822+25.3% | $6,507+31.3% |
| Admin fee / account holder | $141 | $28,866-99.5% | $19,975-99.3% | $12,624-98.9% |