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 | $119,629 | $127,065-5.9% | $113,168+5.7% | $142,382-16.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 25.30% | 24.03%+1.3pp | 24.27%+1.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $18,054 | $3,442+424.5% | $2,975+506.8% | $4,299+319.9% |
| Participant deferral / active EE | $22,908 | $5,716+300.7% | $5,107+348.6% | $6,507+252.0% |
| Admin fee / account holder | $11 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |