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 8-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 | $21,959 | $88,751-75.3% | $81,812-73.2% | $145,922-85.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.01% | 1025.40%-1002.4pp | 773.79%-750.8pp | 561.29%-538.3pp |
| Employer contribution / active EE | $4,583 | $3,083+48.6% | $2,912+57.4% | $4,660-1.6% |
| Participant deferral / active EE | $9,998 | $4,643+115.3% | $4,319+131.5% | $6,688+49.5% |
| Admin fee / account holder | $157 | $8,415-98.1% | $7,386-97.9% | $13,397-98.8% |