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 | $87,183 | $102,604-15.0% | $86,188+1.2% | $139,434-37.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 23.45% | 1922.51%-1899.1pp | 1168.45%-1145.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,791 | $3,032-41.0% | $2,380-24.8% | $4,751-62.3% |
| Participant deferral / active EE | $11,682 | $4,676+149.8% | $3,985+193.1% | $6,710+74.1% |
| Admin fee / account holder | $81 | $8,657-99.1% | $6,852-98.8% | $11,403-99.3% |