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 | $16,061 | $96,305-83.3% | $80,569-80.1% | $139,434-88.5% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 32.32% | 1350.08%-1317.8pp | 935.43%-903.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $1,797 | $3,262-44.9% | $2,723-34.0% | $4,751-62.2% |
| Participant deferral / active EE | $5,212 | $5,232-0.4% | $4,447+17.2% | $6,710-22.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |