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 | $95,750 | $105,998-9.7% | $92,233+3.8% | $147,584-35.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.89% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,582 | $4,333-17.3% | $3,679-2.6% | $4,876-26.5% |
| Participant deferral / active EE | $8,726 | $4,478+94.9% | $3,897+123.9% | $5,439+60.4% |
| Admin fee / account holder | $18 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |