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 | $11,433 | $88,751-87.1% | $81,812-86.0% | $145,922-92.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 12.40% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,418 | $3,083-54.0% | $2,912-51.3% | $4,660-69.6% |
| Participant deferral / active EE | $3,718 | $4,643-19.9% | $4,319-13.9% | $6,688-44.4% |
| Admin fee / account holder | $45 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |