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 4-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 | $34,448 | $70,606-51.2% | $53,898-36.1% | $142,382-75.8% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 23.15% | 619.81%-596.7pp | 528.60%-505.5pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,716 | $1,202+125.9% | $932+191.4% | $4,299-36.8% |
| Participant deferral / active EE | $8,387 | $2,364+254.8% | $1,826+359.2% | $6,507+28.9% |
| Admin fee / account holder | $110 | $2,852-96.1% | $2,491-95.6% | $12,624-99.1% |