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 | $111,768 | $107,334+4.1% | $92,893+20.3% | $152,861-26.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 18.26% | 145.58%-127.3pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,297 | $4,221-21.9% | $3,653-9.7% | $4,762-30.8% |
| Participant deferral / active EE | $7,859 | $4,845+62.2% | $4,236+85.5% | $5,850+34.3% |
| Admin fee / account holder | $28 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |