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 8-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 | $53,584 | $198,466-73.0% | $170,442-68.6% | $147,584-63.7% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,674 | $6,184-40.6% | $5,433-32.4% | $4,876-24.7% |
| Participant deferral / active EE | $5,631 | $5,6290% | $4,939+14.0% | $5,439+3.5% |
| Admin fee / account holder | $104 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |