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 6-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 | $98,344 | $159,901-38.5% | $146,958-33.1% | $145,922-32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.16% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,919 | $5,286-44.8% | $4,933-40.8% | $4,660-37.4% |
| Participant deferral / active EE | $10,950 | $8,428+29.9% | $8,070+35.7% | $6,688+63.7% |
| Admin fee / account holder | $74 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |