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 | $104,208 | $107,934-3.5% | $91,989+13.3% | $152,861-31.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 29.68% | 89.24%-59.6pp | 69.02%-39.3pp | 345.32%-315.6pp |
| Employer contribution / active EE | $3,285 | $4,210-22.0% | $3,452-4.8% | $4,762-31.0% |
| Participant deferral / active EE | $5,307 | $6,364-16.6% | $5,923-10.4% | $5,850-9.3% |
| Admin fee / account holder | $19 | $10,520-99.8% | $7,743-99.8% | $11,596-99.8% |