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 8-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 | $113,071 | $107,452+5.2% | $91,541+23.5% | $142,382-20.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.60% | 22.06%-8.5pp | 20.50%-6.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,408 | $2,994+47.2% | $2,505+76.0% | $4,299+2.5% |
| Participant deferral / active EE | $8,768 | $4,754+84.4% | $4,008+118.8% | $6,507+34.7% |
| Admin fee / account holder | $232 | $8,834-97.4% | $6,956-96.7% | $12,624-98.2% |