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 7-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 | $15,895 | $88,751-82.1% | $81,812-80.6% | $145,922-89.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.52% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,227 | $3,083-60.2% | $2,912-57.9% | $4,660-73.7% |
| Participant deferral / active EE | $3,862 | $4,643-16.8% | $4,319-10.6% | $6,688-42.3% |
| Admin fee / account holder | $58 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |