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 3-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 | $6,569 | $88,751-92.6% | $81,812-92.0% | $145,922-95.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.72% | 1025.40%-1002.7pp | 773.79%-751.1pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,725 | $3,083-44.0% | $2,912-40.8% | $4,660-63.0% |
| Participant deferral / active EE | $2,501 | $4,643-46.1% | $4,319-42.1% | $6,688-62.6% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |