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 9-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 | $87,839 | $159,901-45.1% | $146,958-40.2% | $145,922-39.8% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 11.58% | 98.13%-86.5pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,661 | $5,286+26.0% | $4,933+35.0% | $4,660+42.9% |
| Participant deferral / active EE | $6,244 | $8,428-25.9% | $8,070-22.6% | $6,688-6.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |