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 | $24,261 | $111,724-78.3% | $93,606-74.1% | $145,922-83.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 16.44% | 202.98%-186.5pp | 133.20%-116.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,372 | $3,090-23.2% | $2,420-2.0% | $4,660-49.1% |
| Participant deferral / active EE | $5,795 | $4,912+18.0% | $4,411+31.4% | $6,688-13.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |