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 | $68,677 | $159,901-57.1% | $146,958-53.3% | $145,922-52.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.32% | 98.13%-76.8pp | 418.34%-397.0pp | 561.29%-540.0pp |
| Employer contribution / active EE | $3,331 | $5,286-37.0% | $4,933-32.5% | $4,660-28.5% |
| Participant deferral / active EE | $6,487 | $8,428-23.0% | $8,070-19.6% | $6,688-3.0% |
| Admin fee / account holder | $150 | $15,044-99.0% | $12,998-98.8% | $13,397-98.9% |