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 9-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 | $14,808 | $96,305-84.6% | $80,569-81.6% | $139,434-89.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 25.34% | 1350.08%-1324.7pp | 935.43%-910.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,194 | $3,262-63.4% | $2,723-56.2% | $4,751-74.9% |
| Participant deferral / active EE | $2,049 | $5,232-60.8% | $4,447-53.9% | $6,710-69.5% |
| Admin fee / account holder | $280 | $6,599-95.8% | $5,377-94.8% | $11,403-97.5% |