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 | $49,791 | $159,901-68.9% | $146,958-66.1% | $145,922-65.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.50% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $5,360 | $5,286+1.4% | $4,933+8.6% | $4,660+15.0% |
| Participant deferral / active EE | $12,964 | $8,428+53.8% | $8,070+60.6% | $6,688+93.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |