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 | $130,254 | $102,966+26.5% | $90,281+44.3% | $152,861-14.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.08% | 95.16%-76.1pp | 78.10%-59.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $4,055 | $3,139+29.2% | $2,854+42.0% | $4,762-14.9% |
| Participant deferral / active EE | $12,693 | $4,281+196.5% | $3,885+226.7% | $5,850+117.0% |
| Admin fee / account holder | $182 | $6,171-97.0% | $5,351-96.6% | $11,596-98.4% |