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 7-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 | $37,506 | $88,751-57.7% | $81,812-54.2% | $145,922-74.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.81% | 1025.40%-1007.6pp | 773.79%-756.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,462 | $3,083-20.2% | $2,912-15.5% | $4,660-47.2% |
| Participant deferral / active EE | $10,320 | $4,643+122.3% | $4,319+139.0% | $6,688+54.3% |
| Admin fee / account holder | $2 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |