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 | $101,719 | $108,919-6.6% | $100,391+1.3% | $145,922-30.3% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 17.17% | 57.88%-40.7pp | 49.20%-32.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,398 | $4,419-23.1% | $3,942-13.8% | $4,660-27.1% |
| Participant deferral / active EE | $5,965 | $8,445-29.4% | $8,082-26.2% | $6,688-10.8% |
| Admin fee / account holder | $252 | $9,689-97.4% | $7,899-96.8% | $13,397-98.1% |