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 | $106,666 | $157,256-32.2% | $141,162-24.4% | $152,861-30.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.45% | 64.32%-40.9pp | 71.39%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,516 | $5,261-33.2% | $4,735-25.7% | $4,762-26.2% |
| Participant deferral / active EE | $6,024 | $7,109-15.3% | $6,709-10.2% | $5,850+3.0% |
| Admin fee / account holder | $179 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |