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 | $16,663 | $81,625-79.6% | $58,482-71.5% | $139,434-88.0% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 28.26% | 7404.20%-7375.9pp | 4239.32%-4211.1pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,416 | $1,398+1.3% | $1,053+34.4% | $4,751-70.2% |
| Participant deferral / active EE | $4,121 | $2,557+61.2% | $1,924+114.2% | $6,710-38.6% |
| Admin fee / account holder | $42 | $3,265-98.7% | $2,516-98.3% | $11,403-99.6% |