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 | $97,126 | $106,890-9.1% | $84,015+15.6% | $152,861-36.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 20.58% | 104.99%-84.4pp | 71.31%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $778 | $2,734-71.6% | $1,983-60.8% | $4,762-83.7% |
| Participant deferral / active EE | $1,594 | $4,011-60.3% | $3,239-50.8% | $5,850-72.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |