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 6-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 | $43,798 | $88,751-50.7% | $81,812-46.5% | $145,922-70.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.44% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,892 | $3,083-6.2% | $2,912-0.7% | $4,660-37.9% |
| Participant deferral / active EE | $10,639 | $4,643+129.1% | $4,319+146.4% | $6,688+59.1% |
| Admin fee / account holder | $4 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |