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 5-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 | $6,271 | $88,751-92.9% | $81,812-92.3% | $145,922-95.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.03% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $359 | $3,083-88.4% | $2,912-87.7% | $4,660-92.3% |
| Participant deferral / active EE | $1,932 | $4,643-58.4% | $4,319-55.3% | $6,688-71.1% |
| Admin fee / account holder | $57 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |