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 6-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 | $23,405 | $88,751-73.6% | $81,812-71.4% | $145,922-84.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 15.70% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,881 | $3,083+25.9% | $2,912+33.3% | $4,660-16.7% |
| Participant deferral / active EE | $10,087 | $4,643+117.2% | $4,319+133.6% | $6,688+50.8% |
| Admin fee / account holder | $290 | $8,415-96.6% | $7,386-96.1% | $13,397-97.8% |