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 10-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 | $71,150 | $159,901-55.5% | $146,958-51.6% | $145,922-51.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.05% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,786 | $5,286-66.2% | $4,933-63.8% | $4,660-61.7% |
| Participant deferral / active EE | $4,575 | $8,428-45.7% | $8,070-43.3% | $6,688-31.6% |
| Admin fee / account holder | $193 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |