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 | $41,955 | $88,751-52.7% | $81,812-48.7% | $145,922-71.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.64% | 1025.40%-1013.8pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,043 | $3,083+31.1% | $2,912+38.8% | $4,660-13.2% |
| Participant deferral / active EE | $4,240 | $4,643-8.7% | $4,319-1.8% | $6,688-36.6% |
| Admin fee / account holder | $10 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |