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 | $69,143 | $159,901-56.8% | $146,958-53.0% | $145,922-52.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 14.37% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,589 | $5,286-32.1% | $4,933-27.2% | $4,660-23.0% |
| Participant deferral / active EE | $8,392 | $8,428-0.4% | $8,070+4.0% | $6,688+25.5% |
| Admin fee / account holder | $153 | $15,044-99.0% | $12,998-98.8% | $13,397-98.9% |