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 5-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 | $48,592 | $176,056-72.4% | $159,436-69.5% | $167,490-71.0% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,594 | $5,297-69.9% | $4,829-67.0% | $4,837-67.1% |
| Participant deferral / active EE | $5,520 | $7,750-28.8% | $7,352-24.9% | $6,341-12.9% |
| Admin fee / account holder | $242 | $12,554-98.1% | $10,799-97.8% | $12,309-98.0% |