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 | $71,454 | $183,519-61.1% | $155,509-54.1% | $145,922-51.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.35% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,711 | $5,313-67.8% | $4,672-63.4% | $4,660-63.3% |
| Participant deferral / active EE | $2,609 | $6,462-59.6% | $5,626-53.6% | $6,688-61.0% |
| Admin fee / account holder | $4 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |