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 | $9,696 | $88,751-89.1% | $81,812-88.1% | $145,922-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.85% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,833 | $3,083-40.5% | $2,912-37.0% | $4,660-60.7% |
| Participant deferral / active EE | $5,770 | $4,643+24.3% | $4,319+33.6% | $6,688-13.7% |
| Admin fee / account holder | $71 | $8,415-99.2% | $7,386-99.0% | $13,397-99.5% |