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 4-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 | $165,016 | $79,449+107.7% | $189,557-12.9% | $85,850+92.2% |
| Participation rate | 98.9% | 66.0%+32.9pp | 78.4%+20.5pp | 69.3%+29.6pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.17%-64.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,467 | $4,051-63.8% | $6,174-76.2% | $3,952-62.9% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,807-100.0% | $6,260-100.0% |