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 5-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 | $9,270 | $88,751-89.6% | $81,812-88.7% | $145,922-93.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.54% | 1025.40%-1010.9pp | 773.79%-759.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,530 | $3,083-50.4% | $2,912-47.5% | $4,660-67.2% |
| Participant deferral / active EE | $2,685 | $4,643-42.2% | $4,319-37.8% | $6,688-59.9% |
| Admin fee / account holder | $35 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |