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 | $57,792 | $165,335-65.0% | $149,696-61.4% | $158,922-63.6% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,807 | $5,103-64.6% | $4,644-61.1% | $4,761-62.0% |
| Participant deferral / active EE | $2,607 | $7,181-63.7% | $6,842-61.9% | $5,982-56.4% |
| Admin fee / account holder | $213 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |