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 | $61,145 | $159,901-61.8% | $146,958-58.4% | $145,922-58.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 10.28% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,264 | $5,286-57.2% | $4,933-54.1% | $4,660-51.4% |
| Participant deferral / active EE | $5,658 | $8,428-32.9% | $8,070-29.9% | $6,688-15.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |