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 8-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 | $72,976 | $135,635-46.2% | $110,238-33.8% | $135,375-46.1% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,213 | $4,906-34.5% | $3,826-16.0% | $4,779-32.8% |
| Participant deferral / active EE | $7,497 | $5,506+36.2% | $4,672+60.5% | $5,609+33.7% |
| Admin fee / account holder | $143 | $11,457-98.8% | $8,547-98.3% | $10,827-98.7% |