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 6-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 | $98,552 | $74,888+31.6% | $71,209+38.4% | $142,382-30.8% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 13.22% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,139 | $2,854+45.0% | $2,721+52.1% | $4,299-3.7% |
| Participant deferral / active EE | $3,868 | $4,454-13.2% | $4,175-7.4% | $6,507-40.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |