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 | $107,201 | $176,377-39.2% | $134,143-20.1% | $158,922-32.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.99% | 63.63%-52.6pp | 36.33%-25.3pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,400 | $5,040-32.5% | $3,704-8.2% | $4,761-28.6% |
| Participant deferral / active EE | $5,950 | $4,091+45.4% | $3,499+70.1% | $5,982-0.5% |
| Admin fee / account holder | $240 | $8,718-97.2% | $6,684-96.4% | $11,246-97.9% |