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 | $114,954 | $167,307-31.3% | $143,757-20.0% | $134,475-14.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,942 | $5,619-12.1% | $4,951-0.2% | $4,740+4.3% |
| Participant deferral / active EE | $11,178 | $6,446+73.4% | $5,637+98.3% | $6,400+74.7% |
| Admin fee / account holder | $109 | $18,088-99.4% | $14,673-99.3% | $11,426-99.0% |