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 4-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 | $9,676 | $156,846-93.8% | $121,098-92.0% | $139,434-93.1% |
| Participation rate | 84.2% | 76.4%+7.8pp | 69.5%+14.7pp | 80.3%+3.9pp |
| Annual return | 42.62% | 1474.56%-1431.9pp | 985.75%-943.1pp | 372.94%-330.3pp |
| Employer contribution / active EE | $1,041 | $5,536-81.2% | $4,164-75.0% | $4,751-78.1% |
| Participant deferral / active EE | $5,078 | $4,844+4.8% | $4,080+24.5% | $6,710-24.3% |
| Admin fee / account holder | $8 | $6,946-99.9% | $5,644-99.8% | $11,403-99.9% |