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 | $50,148 | $159,901-68.6% | $146,958-65.9% | $145,922-65.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.11% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $8,420 | $5,286+59.3% | $4,933+70.7% | $4,660+80.7% |
| Participant deferral / active EE | $4,983 | $8,428-40.9% | $8,070-38.3% | $6,688-25.5% |
| Admin fee / account holder | $6 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |