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 5-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 | $59,806 | $159,901-62.6% | $146,958-59.3% | $145,922-59.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 57.69% | 98.13%-40.4pp | 418.34%-360.6pp | 561.29%-503.6pp |
| Employer contribution / active EE | $7,663 | $5,286+45.0% | $4,933+55.4% | $4,660+64.5% |
| Participant deferral / active EE | $27,471 | $8,428+225.9% | $8,070+240.4% | $6,688+310.8% |
| Admin fee / account holder | $259 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |