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 | $49,310 | $159,901-69.2% | $146,958-66.4% | $145,922-66.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 10.89% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,857 | $5,286-64.9% | $4,933-62.3% | $4,660-60.1% |
| Participant deferral / active EE | $7,543 | $8,428-10.5% | $8,070-6.5% | $6,688+12.8% |
| Admin fee / account holder | $188 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |