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 8-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 | $46,481 | $209,832-77.8% | $189,513-75.5% | $167,490-72.2% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 14.24% | 748.27%-734.0pp | 555.15%-540.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,764 | $6,914-45.6% | $6,162-38.9% | $4,837-22.2% |
| Participant deferral / active EE | $7,942 | $8,935-11.1% | $8,221-3.4% | $6,341+25.2% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |