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 | $29,826 | $165,984-82.0% | $164,813-81.9% | $145,922-79.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.40% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,834 | $5,273-65.2% | $4,341-57.8% | $4,660-60.6% |
| Participant deferral / active EE | $2,985 | $6,959-57.1% | $6,031-50.5% | $6,688-55.4% |
| Admin fee / account holder | $93 | $16,648-99.4% | $12,690-99.3% | $13,397-99.3% |