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 | $100,231 | $106,584-6.0% | $101,326-1.1% | $142,382-29.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 23.14% | 36.93%-13.8pp | 36.82%-13.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $9,015 | $3,956+127.9% | $3,665+146.0% | $4,299+109.7% |
| Participant deferral / active EE | $16,791 | $8,297+102.4% | $7,994+110.0% | $6,507+158.0% |
| Admin fee / account holder | $220 | $11,446-98.1% | $11,185-98.0% | $12,624-98.3% |