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 9-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 | $106,287 | $183,963-42.2% | $162,163-34.5% | $152,861-30.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.37% | 150.76%-131.4pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $12,190 | $6,371+91.3% | $5,614+117.1% | $4,762+156.0% |
| Participant deferral / active EE | $12,499 | $8,034+55.6% | $7,298+71.3% | $5,850+113.7% |
| Admin fee / account holder | $156 | $13,121-98.8% | $10,843-98.6% | $11,596-98.7% |