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 3-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 | $47,653 | $137,414-65.3% | $189,513-74.9% | $85,850-44.5% |
| Participation rate | 77.5% | 84.6%-7.1pp | 87.8%-10.3pp | 69.3%+8.2pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.15%-555.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,925 | $4,344-32.7% | $6,162-52.5% | $2,565+14.0% |
| Participant deferral / active EE | $7,760 | $6,260+24.0% | $8,221-5.6% | $3,952+96.4% |
| Admin fee / account holder | $188 | $8,630-97.8% | $12,045-98.4% | $6,260-97.0% |