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 | $96,223 | $109,817-12.4% | $98,442-2.3% | $167,490-42.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.95% | 1956.69%-1931.7pp | 1492.73%-1467.8pp | 478.56%-453.6pp |
| Employer contribution / active EE | $4,165 | $3,224+29.2% | $2,960+40.7% | $4,837-13.9% |
| Participant deferral / active EE | $13,595 | $4,673+190.9% | $4,276+217.9% | $6,341+114.4% |
| Admin fee / account holder | $18 | $6,753-99.7% | $5,949-99.7% | $12,309-99.9% |