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 3-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 | $8,485 | $88,751-90.4% | $81,812-89.6% | $145,922-94.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.56% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,514 | $3,083-50.9% | $2,912-48.0% | $4,660-67.5% |
| Participant deferral / active EE | $2,617 | $4,643-43.6% | $4,319-39.4% | $6,688-60.9% |
| Admin fee / account holder | $103 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |