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 | $54,514 | $56,199-3.0% | $67,652-19.4% | $59,632-8.6% |
| Participation rate | 72.0% | 71.5%+0.5pp | 75.7%-3.7pp | 68.7%+3.3pp |
| Annual return | 0.35% | 18505.31%-18505.0pp | 6625.04%-6624.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,831 | $1,614+13.4% | $2,266-19.2% | $2,203-16.9% |
| Participant deferral / active EE | $4,135 | $2,844+45.4% | $3,560+16.2% | $3,192+29.6% |
| Admin fee / account holder | $73 | $3,958-98.1% | $4,821-98.5% | $4,297-98.3% |