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 | $105,278 | $111,754-5.8% | $103,333+1.9% | $145,922-27.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.95% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,794 | $4,212-9.9% | $3,868-1.9% | $4,660-18.6% |
| Participant deferral / active EE | $9,124 | $5,619+62.4% | $5,057+80.4% | $6,688+36.4% |
| Admin fee / account holder | $202 | $9,750-97.9% | $8,355-97.6% | $13,397-98.5% |