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 8-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 | $87,912 | $159,901-45.0% | $146,958-40.2% | $145,922-39.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 95.72% | 98.13%-2.4pp | 418.34%-322.6pp | 561.29%-465.6pp |
| Employer contribution / active EE | $3,059 | $5,286-42.1% | $4,933-38.0% | $4,660-34.4% |
| Participant deferral / active EE | $5,919 | $8,428-29.8% | $8,070-26.7% | $6,688-11.5% |
| Admin fee / account holder | $165 | $15,044-98.9% | $12,998-98.7% | $13,397-98.8% |