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 4-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 | $56,109 | $159,901-64.9% | $146,958-61.8% | $145,922-61.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.93% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,144 | $5,286-59.5% | $4,933-56.5% | $4,660-54.0% |
| Participant deferral / active EE | $9,179 | $8,428+8.9% | $8,070+13.7% | $6,688+37.3% |
| Admin fee / account holder | $295 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |