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 | $107,403 | $121,625-11.7% | $104,607+2.7% | $158,922-32.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.75% | 465.26%-457.5pp | 340.46%-332.7pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,380 | $3,163-24.7% | $2,681-11.2% | $4,761-50.0% |
| Participant deferral / active EE | $5,329 | $4,177+27.6% | $3,740+42.5% | $5,982-10.9% |
| Admin fee / account holder | $31 | $7,787-99.6% | $6,473-99.5% | $11,246-99.7% |