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 | $106,118 | $102,604+3.4% | $86,188+23.1% | $139,434-23.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 19.74% | 1922.51%-1902.8pp | 1168.45%-1148.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,712 | $3,032-43.5% | $2,380-28.1% | $4,751-64.0% |
| Participant deferral / active EE | $2,069 | $4,676-55.8% | $3,985-48.1% | $6,710-69.2% |
| Admin fee / account holder | $17 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |