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 | $56,864 | $159,602-64.4% | $150,045-62.1% | $142,382-60.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.34% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,927 | $4,961+19.5% | $4,693+26.3% | $4,299+37.9% |
| Participant deferral / active EE | $4,840 | $8,310-41.8% | $7,997-39.5% | $6,507-25.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |