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 5-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 | $53,520 | $884,045-93.9% | $453,369-88.2% | $167,490-68.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 0.00% | 29.49%-29.5pp | 64.40%-64.4pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,548 | $5,538-35.9% | $4,070-12.8% | $4,837-26.7% |
| Participant deferral / active EE | $4,421 | $7,898-44.0% | $6,209-28.8% | $6,341-30.3% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |