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 | $43,454 | $88,751-51.0% | $81,812-46.9% | $145,922-70.2% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.3%+8.9pp | 80.3%+1.0pp |
| Annual return | 12.20% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,292 | $3,083-58.1% | $2,912-55.6% | $4,660-72.3% |
| Participant deferral / active EE | $5,782 | $4,643+24.5% | $4,319+33.9% | $6,688-13.5% |
| Admin fee / account holder | $299 | $8,415-96.4% | $7,386-95.9% | $13,397-97.8% |