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 10-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 | $100,237 | $183,519-45.4% | $155,509-35.5% | $145,922-31.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.26% | 61.17%-40.9pp | 64.67%-44.4pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,911 | $5,313-64.0% | $4,672-59.1% | $4,660-59.0% |
| Participant deferral / active EE | $5,595 | $6,462-13.4% | $5,626-0.6% | $6,688-16.3% |
| Admin fee / account holder | $127 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |