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 | $97,938 | $107,934-9.3% | $91,989+6.5% | $152,861-35.9% |
| Participation rate | 82.4% | 81.2%+1.2pp | 78.6%+3.7pp | 82.4%-0.1pp |
| Annual return | 29.19% | 89.24%-60.1pp | 69.02%-39.8pp | 345.32%-316.1pp |
| Employer contribution / active EE | $2,506 | $4,210-40.5% | $3,452-27.4% | $4,762-47.4% |
| Participant deferral / active EE | $5,382 | $6,364-15.4% | $5,923-9.1% | $5,850-8.0% |
| Admin fee / account holder | $48 | $10,520-99.5% | $7,743-99.4% | $11,596-99.6% |