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 8-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 | $28,304 | $156,846-82.0% | $121,098-76.6% | $139,434-79.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.61% | 1474.56%-1454.9pp | 985.75%-966.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,258 | $5,536-59.2% | $4,164-45.8% | $4,751-52.5% |
| Participant deferral / active EE | $5,429 | $4,844+12.1% | $4,080+33.1% | $6,710-19.1% |
| Admin fee / account holder | $42 | $6,946-99.4% | $5,644-99.3% | $11,403-99.6% |