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 | $119,076 | $106,890+11.4% | $84,015+41.7% | $152,861-22.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.55% | 104.99%-84.4pp | 71.31%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,976 | $2,734-27.7% | $1,983-0.4% | $4,762-58.5% |
| Participant deferral / active EE | $3,427 | $4,011-14.6% | $3,239+5.8% | $5,850-41.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |