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 | $106,177 | $154,117-31.1% | $129,995-18.3% | $139,434-23.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 17.19% | 32.48%-15.3pp | -137.18%+154.4pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,585 | $5,289-32.2% | $4,320-17.0% | $4,751-24.5% |
| Participant deferral / active EE | $5,234 | $6,710-22.0% | $5,820-10.1% | $6,710-22.0% |
| Admin fee / account holder | $23 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |