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 | $153,391 | $97,757+56.9% | $83,848+82.9% | $135,375+13.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.23% | 1287.37%-1287.1pp | 850.88%-850.6pp | 519.73%-519.5pp |
| Employer contribution / active EE | $8,001 | $4,222+89.5% | $3,631+120.4% | $4,779+67.4% |
| Participant deferral / active EE | $7,838 | $4,682+67.4% | $4,082+92.0% | $5,609+39.7% |
| Admin fee / account holder | $191 | $6,674-97.1% | $5,478-96.5% | $10,827-98.2% |