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 | $8,095 | $88,751-90.9% | $81,812-90.1% | $145,922-94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.81% | 1025.40%-1010.6pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $943 | $3,083-69.4% | $2,912-67.6% | $4,660-79.8% |
| Participant deferral / active EE | $2,582 | $4,643-44.4% | $4,319-40.2% | $6,688-61.4% |
| Admin fee / account holder | $28 | $8,415-99.7% | $7,386-99.6% | $13,397-99.8% |