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 | $16,640 | $80,717-79.4% | $154,803-89.3% | $84,808-80.4% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 56.65% | 37.96%+18.7pp | 58.88%-2.2pp | 40.90%+15.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,624 | $3,303+161.1% | $5,540+55.7% | $4,212+104.8% |
| Admin fee / account holder | $171 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |