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 | $78,334 | $159,901-51.0% | $146,958-46.7% | $145,922-46.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.90% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,272 | $5,286-75.9% | $4,933-74.2% | $4,660-72.7% |
| Participant deferral / active EE | $5,096 | $8,428-39.5% | $8,070-36.9% | $6,688-23.8% |
| Admin fee / account holder | $187 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |