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 10-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 | $66,829 | $88,751-24.7% | $81,812-18.3% | $145,922-54.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.82% | 1025.40%-1009.6pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,328 | $3,083-56.9% | $2,912-54.4% | $4,660-71.5% |
| Participant deferral / active EE | $3,940 | $4,643-15.2% | $4,319-8.8% | $6,688-41.1% |
| Admin fee / account holder | $40 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |