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 4-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 | $17,047 | $88,751-80.8% | $81,812-79.2% | $145,922-88.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.50% | 1025.40%-1005.9pp | 773.79%-754.3pp | 561.29%-541.8pp |
| Employer contribution / active EE | $8,834 | $3,083+186.5% | $2,912+203.3% | $4,660+89.6% |
| Participant deferral / active EE | $1,954 | $4,643-57.9% | $4,319-54.7% | $6,688-70.8% |
| Admin fee / account holder | $164 | $8,415-98.0% | $7,386-97.8% | $13,397-98.8% |