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 4-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 | $102,378 | $127,065-19.4% | $113,168-9.5% | $142,382-28.1% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 22.38% | 24.03%-1.6pp | 24.27%-1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $5,603 | $3,442+62.8% | $2,975+88.3% | $4,299+30.3% |
| Participant deferral / active EE | $15,119 | $5,716+164.5% | $5,107+196.1% | $6,507+132.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |