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 9-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 | $97,251 | $100,852-3.6% | $90,404+7.6% | $158,922-38.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 24.89% | 1724.20%-1699.3pp | 1293.02%-1268.1pp | 302.83%-277.9pp |
| Employer contribution / active EE | $1,979 | $3,689-46.3% | $3,262-39.3% | $4,761-58.4% |
| Participant deferral / active EE | $12,618 | $4,348+190.2% | $3,963+218.4% | $5,982+110.9% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |