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 | $18,694 | $81,625-77.1% | $58,482-68.0% | $139,434-86.6% |
| Participation rate | 92.3% | 61.3%+31.0pp | 50.9%+41.5pp | 80.3%+12.0pp |
| Annual return | 31.92% | 7404.20%-7372.3pp | 4239.32%-4207.4pp | 372.94%-341.0pp |
| Employer contribution / active EE | $639 | $1,398-54.3% | $1,053-39.3% | $4,751-86.5% |
| Participant deferral / active EE | $4,080 | $2,557+59.6% | $1,924+112.1% | $6,710-39.2% |
| Admin fee / account holder | $60 | $3,265-98.2% | $2,516-97.6% | $11,403-99.5% |