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 4-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 | $29,476 | $159,901-81.6% | $146,958-79.9% | $145,922-79.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 69.03% | 98.13%-29.1pp | 418.34%-349.3pp | 561.29%-492.3pp |
| Employer contribution / active EE | $3,029 | $5,286-42.7% | $4,933-38.6% | $4,660-35.0% |
| Participant deferral / active EE | $6,241 | $8,428-26.0% | $8,070-22.7% | $6,688-6.7% |
| Admin fee / account holder | $22 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |