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 6-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 | $23,865 | $165,335-85.6% | $149,696-84.1% | $158,922-85.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,086 | $5,103-59.1% | $4,644-55.1% | $4,761-56.2% |
| Participant deferral / active EE | $2,538 | $7,181-64.7% | $6,842-62.9% | $5,982-57.6% |
| Admin fee / account holder | $107 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |