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 | $106,993 | $94,338+13.4% | $100,534+6.4% | $142,382-24.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 18.18% | 29.20%-11.0pp | 32.66%-14.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $10,015 | $4,237+136.4% | $4,346+130.4% | $4,299+132.9% |
| Participant deferral / active EE | $14,840 | $5,934+150.1% | $6,144+141.5% | $6,507+128.1% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |