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 | $17,486 | $88,751-80.3% | $81,812-78.6% | $145,922-88.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.59% | 1025.40%-1006.8pp | 773.79%-755.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $3,224 | $3,083+4.6% | $2,912+10.7% | $4,660-30.8% |
| Participant deferral / active EE | $10,160 | $4,643+118.8% | $4,319+135.3% | $6,688+51.9% |
| Admin fee / account holder | $51 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |