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 5-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 | $93,332 | $159,901-41.6% | $146,958-36.5% | $145,922-36.0% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 17.31% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $7,209 | $5,286+36.4% | $4,933+46.1% | $4,660+54.7% |
| Participant deferral / active EE | $20,514 | $8,428+143.4% | $8,070+154.2% | $6,688+206.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |