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 | $103,998 | $109,817-5.3% | $98,442+5.6% | $167,490-37.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 10.23% | 1956.69%-1946.5pp | 1492.73%-1482.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,952 | $4,673-15.4% | $4,276-7.6% | $6,341-37.7% |
| Admin fee / account holder | $230 | $6,753-96.6% | $5,949-96.1% | $12,309-98.1% |