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 | $88,357 | $100,852-12.4% | $90,404-2.3% | $158,922-44.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 13.19% | 1724.20%-1711.0pp | 1293.02%-1279.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,710 | $3,689-53.6% | $3,262-47.6% | $4,761-64.1% |
| Participant deferral / active EE | $7,943 | $4,348+82.7% | $3,963+100.4% | $5,982+32.8% |
| Admin fee / account holder | $170 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |