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 | $26,392 | $88,751-70.3% | $81,812-67.7% | $145,922-81.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 18.34% | 1025.40%-1007.1pp | 773.79%-755.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,746 | $3,083-43.4% | $2,912-40.1% | $4,660-62.5% |
| Participant deferral / active EE | $3,921 | $4,643-15.5% | $4,319-9.2% | $6,688-41.4% |
| Admin fee / account holder | $43 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |