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 | $123,621 | $179,726-31.2% | $156,263-20.9% | $142,382-13.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.98% | 77.86%-58.9pp | 59.47%-40.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,370 | $5,069+5.9% | $4,333+23.9% | $4,299+24.9% |
| Participant deferral / active EE | $31,000 | $6,956+345.7% | $6,158+403.4% | $6,507+376.4% |
| Admin fee / account holder | $152 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |