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 | $116,479 | $115,770+0.6% | $101,248+15.0% | $158,922-26.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.97% | 56.14%-40.2pp | 46.47%-30.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,537 | $4,175-39.2% | $3,660-30.7% | $4,761-46.7% |
| Participant deferral / active EE | $10,001 | $4,957+101.7% | $4,370+128.8% | $5,982+67.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |