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 | $103,099 | $107,934-4.5% | $91,989+12.1% | $152,861-32.6% |
| Participation rate | 92.3% | 81.2%+11.1pp | 78.6%+13.7pp | 82.4%+9.9pp |
| Annual return | 22.76% | 89.24%-66.5pp | 69.02%-46.3pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,900 | $4,210-31.1% | $3,452-16.0% | $4,762-39.1% |
| Participant deferral / active EE | $4,865 | $6,364-23.6% | $5,923-17.9% | $5,850-16.8% |
| Admin fee / account holder | $266 | $10,520-97.5% | $7,743-96.6% | $11,596-97.7% |