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 | $98,448 | $102,966-4.4% | $90,281+9.0% | $152,861-35.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 22.77% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,128 | $3,139-32.2% | $2,854-25.4% | $4,762-55.3% |
| Participant deferral / active EE | $6,352 | $4,281+48.3% | $3,885+63.5% | $5,850+8.6% |
| Admin fee / account holder | $19 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |