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 | $91,511 | $70,606+29.6% | $53,898+69.8% | $142,382-35.7% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 18.75% | 619.81%-601.1pp | 528.60%-509.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,085 | $1,202+239.8% | $932+338.3% | $4,299-5.0% |
| Participant deferral / active EE | $9,060 | $2,364+283.2% | $1,826+396.1% | $6,507+39.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |