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 10-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 | $78,123 | $56,199+39.0% | $67,652+15.5% | $59,632+31.0% |
| Participation rate | 72.0% | 71.5%+0.5pp | 75.7%-3.7pp | 68.7%+3.3pp |
| Annual return | -1.94% | 18505.31%-18507.3pp | 6625.04%-6627.0pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,930 | $1,614+19.6% | $2,266-14.8% | $2,203-12.4% |
| Participant deferral / active EE | $4,322 | $2,844+52.0% | $3,560+21.4% | $3,192+35.4% |
| Admin fee / account holder | $57 | $3,958-98.6% | $4,821-98.8% | $4,297-98.7% |