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 | $39,056 | $58,208-32.9% | $81,812-52.3% | $80,856-51.7% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.3%+23.8pp | 67.6%+28.5pp |
| Annual return | 16.82% | 41.66%-24.8pp | 773.79%-757.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $5,714 | $2,340+144.2% | $2,912+96.2% | $2,755+107.4% |
| Participant deferral / active EE | $6,844 | $3,281+108.6% | $4,319+58.5% | $4,296+59.3% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |