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 9-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 | $103,690 | $190,805-45.7% | $159,960-35.2% | $134,475-22.9% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -4.00% | 552.23%-556.2pp | 408.60%-412.6pp | 417.96%-422.0pp |
| Employer contribution / active EE | $1,841 | $4,995-63.1% | $4,226-56.4% | $4,740-61.2% |
| Participant deferral / active EE | $12,210 | $6,923+76.4% | $6,182+97.5% | $6,400+90.8% |
| Admin fee / account holder | $34 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |