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 | $70,606 | $159,901-55.8% | $146,958-52.0% | $145,922-51.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 11.96% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,227 | $5,286-57.9% | $4,933-54.9% | $4,660-52.2% |
| Participant deferral / active EE | $6,238 | $8,428-26.0% | $8,070-22.7% | $6,688-6.7% |
| Admin fee / account holder | $268 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |