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 | $31,013 | $102,604-69.8% | $86,188-64.0% | $139,434-77.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.14% | 1922.51%-1900.4pp | 1168.45%-1146.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,796 | $3,032-7.8% | $2,380+17.5% | $4,751-41.1% |
| Participant deferral / active EE | $5,953 | $4,676+27.3% | $3,985+49.4% | $6,710-11.3% |
| Admin fee / account holder | $107 | $8,657-98.8% | $6,852-98.4% | $11,403-99.1% |