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 | $46,766 | $160,055-70.8% | $140,016-66.6% | $135,375-65.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -7.52% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,047 | $6,420-68.1% | $5,606-63.5% | $4,779-57.2% |
| Participant deferral / active EE | $7,479 | $7,642-2.1% | $6,927+8.0% | $5,609+33.4% |
| Admin fee / account holder | $14 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |