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 | $85,944 | $107,334-19.9% | $92,893-7.5% | $152,861-43.8% |
| Participation rate | 81.0% | 79.8%+1.2pp | 76.0%+4.9pp | 82.4%-1.5pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,909 | $4,221-31.1% | $3,653-20.4% | $4,762-38.9% |
| Participant deferral / active EE | $9,175 | $4,845+89.4% | $4,236+116.6% | $5,850+56.8% |
| Admin fee / account holder | $218 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |