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 | $51,520 | $159,901-67.8% | $146,958-64.9% | $145,922-64.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 21.11% | 98.13%-77.0pp | 418.34%-397.2pp | 561.29%-540.2pp |
| Employer contribution / active EE | $5,982 | $5,286+13.2% | $4,933+21.3% | $4,660+28.4% |
| Participant deferral / active EE | $10,017 | $8,428+18.8% | $8,070+24.1% | $6,688+49.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |