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 | $69,046 | $159,901-56.8% | $146,958-53.0% | $145,922-52.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 86.33% | 98.13%-11.8pp | 418.34%-332.0pp | 561.29%-475.0pp |
| Employer contribution / active EE | $2,229 | $5,286-57.8% | $4,933-54.8% | $4,660-52.2% |
| Participant deferral / active EE | $9,391 | $8,428+11.4% | $8,070+16.4% | $6,688+40.4% |
| Admin fee / account holder | $62 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |