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 7-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 | $31,153 | $157,256-80.2% | $141,162-77.9% | $152,861-79.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 74.38% | 64.32%+10.1pp | 71.39%+3.0pp | 345.32%-270.9pp |
| Employer contribution / active EE | $1,694 | $5,261-67.8% | $4,735-64.2% | $4,762-64.4% |
| Participant deferral / active EE | $5,124 | $7,109-27.9% | $6,709-23.6% | $5,850-12.4% |
| Admin fee / account holder | $116 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |