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 | $53,368 | $107,452-50.3% | $91,541-41.7% | $142,382-62.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 47.37% | 22.06%+25.3pp | 20.50%+26.9pp | 217.08%-169.7pp |
| Employer contribution / active EE | $3,693 | $2,994+23.3% | $2,505+47.5% | $4,299-14.1% |
| Participant deferral / active EE | $4,742 | $4,754-0.3% | $4,008+18.3% | $6,507-27.1% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |