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 6-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 | $66,993 | $175,202-61.8% | $149,673-55.2% | $139,434-52.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.21% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,271 | $5,474-58.5% | $4,818-52.9% | $4,751-52.2% |
| Participant deferral / active EE | $2,271 | $6,519-65.2% | $5,680-60.0% | $6,710-66.2% |
| Admin fee / account holder | $176 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |