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 | $25,939 | $157,256-83.5% | $141,162-81.6% | $152,861-83.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $13,407 | $5,261+154.8% | $4,735+183.1% | $4,762+181.5% |
| Participant deferral / active EE | $5,710 | $7,109-19.7% | $6,709-14.9% | $5,850-2.4% |
| Admin fee / account holder | $52 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |