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 | $72,361 | $159,901-54.7% | $146,958-50.8% | $145,922-50.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.33% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,166 | $5,286-2.3% | $4,933+4.7% | $4,660+10.9% |
| Participant deferral / active EE | $5,987 | $8,428-29.0% | $8,070-25.8% | $6,688-10.5% |
| Admin fee / account holder | $5 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |