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 | $21,001 | $81,248-74.2% | $155,509-86.5% | $80,856-74.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 58.54% | 33.31%+25.2pp | 64.67%-6.1pp | 35.59%+22.9pp |
| Employer contribution / active EE | $2,644 | $3,100-14.7% | $4,672-43.4% | $2,755-4.0% |
| Participant deferral / active EE | $4,751 | $3,452+37.6% | $5,626-15.6% | $4,296+10.6% |
| Admin fee / account holder | $58 | $7,997-99.3% | $15,912-99.6% | $6,918-99.2% |