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 | $31,717 | $183,519-82.7% | $155,509-79.6% | $145,922-78.3% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 15.37% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,075 | $5,313-42.1% | $4,672-34.2% | $4,660-34.0% |
| Participant deferral / active EE | $5,143 | $6,462-20.4% | $5,626-8.6% | $6,688-23.1% |
| Admin fee / account holder | $107 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |