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 | $41,291 | $88,751-53.5% | $81,812-49.5% | $145,922-71.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.52% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,769 | $3,083+22.2% | $2,912+29.4% | $4,660-19.1% |
| Participant deferral / active EE | $3,959 | $4,643-14.7% | $4,319-8.3% | $6,688-40.8% |
| Admin fee / account holder | $170 | $8,415-98.0% | $7,386-97.7% | $13,397-98.7% |