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 | $8,628 | $88,751-90.3% | $81,812-89.5% | $145,922-94.1% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 15.66% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,846 | $3,083-7.7% | $2,912-2.3% | $4,660-38.9% |
| Participant deferral / active EE | $3,430 | $4,643-26.1% | $4,319-20.6% | $6,688-48.7% |
| Admin fee / account holder | $271 | $8,415-96.8% | $7,386-96.3% | $13,397-98.0% |