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 | $103,539 | $105,998-2.3% | $92,233+12.3% | $147,584-29.8% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 11.20% | 50.05%-38.8pp | 176.28%-165.1pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,196 | $4,333-26.2% | $3,679-13.1% | $4,876-34.5% |
| Participant deferral / active EE | $6,234 | $4,478+39.2% | $3,897+60.0% | $5,439+14.6% |
| Admin fee / account holder | $188 | $6,332-97.0% | $5,194-96.4% | $10,885-98.3% |