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 | $112,524 | $197,591-43.1% | $177,821-36.7% | $158,922-29.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 35.33% | 58.76%-23.4pp | 48.32%-13.0pp | 302.83%-267.5pp |
| Employer contribution / active EE | $2,003 | $6,697-70.1% | $5,918-66.2% | $4,761-57.9% |
| Participant deferral / active EE | $10,320 | $8,405+22.8% | $7,714+33.8% | $5,982+72.5% |
| Admin fee / account holder | $111 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |