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 | $25,394 | $183,519-86.2% | $155,509-83.7% | $145,922-82.6% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 12.49% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,192 | $5,313-58.7% | $4,672-53.1% | $4,660-53.0% |
| Participant deferral / active EE | $2,970 | $6,462-54.0% | $5,626-47.2% | $6,688-55.6% |
| Admin fee / account holder | $97 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |