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 | $12,006 | $96,305-87.5% | $80,569-85.1% | $139,434-91.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 29.78% | 1350.08%-1320.3pp | 935.43%-905.7pp | 372.94%-343.2pp |
| Employer contribution / active EE | $2,188 | $3,262-32.9% | $2,723-19.7% | $4,751-53.9% |
| Participant deferral / active EE | $6,336 | $5,232+21.1% | $4,447+42.5% | $6,710-5.6% |
| Admin fee / account holder | $263 | $6,599-96.0% | $5,377-95.1% | $11,403-97.7% |