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 | $109,188 | $160,055-31.8% | $140,016-22.0% | $135,375-19.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,869 | $6,420-70.9% | $5,606-66.7% | $4,779-60.9% |
| Participant deferral / active EE | $3,619 | $7,642-52.6% | $6,927-47.8% | $5,609-35.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |