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 8-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 | $93,589 | $100,852-7.2% | $90,404+3.5% | $158,922-41.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.59% | 1724.20%-1698.6pp | 1293.02%-1267.4pp | 302.83%-277.2pp |
| Employer contribution / active EE | $9,158 | $3,689+148.3% | $3,262+180.8% | $4,761+92.3% |
| Participant deferral / active EE | $26,000 | $4,348+498.0% | $3,963+556.0% | $5,982+334.6% |
| Admin fee / account holder | $268 | $6,501-95.9% | $5,611-95.2% | $11,246-97.6% |