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 | $71,184 | $165,335-56.9% | $149,696-52.4% | $158,922-55.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,053 | $5,103-40.2% | $4,644-34.3% | $4,761-35.9% |
| Participant deferral / active EE | $6,727 | $7,181-6.3% | $6,842-1.7% | $5,982+12.5% |
| Admin fee / account holder | $57 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |