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 | $49,506 | $154,117-67.9% | $129,995-61.9% | $139,434-64.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 80.40% | 32.48%+47.9pp | -137.18%+217.6pp | 372.94%-292.5pp |
| Employer contribution / active EE | $2,907 | $5,289-45.0% | $4,320-32.7% | $4,751-38.8% |
| Participant deferral / active EE | $6,596 | $6,710-1.7% | $5,820+13.3% | $6,710-1.7% |
| Admin fee / account holder | $153 | $14,007-98.9% | $10,614-98.6% | $11,403-98.7% |