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 3-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 | $61,483 | $148,534-58.6% | $135,903-54.8% | $139,434-55.9% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,044 | $5,243-61.0% | $4,856-57.9% | $4,751-57.0% |
| Participant deferral / active EE | $7,143 | $8,100-11.8% | $7,758-7.9% | $6,710+6.5% |
| Admin fee / account holder | $139 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |