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 | $114,098 | $144,119-20.8% | $117,854-3.2% | $147,584-22.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.30% | 531.15%-521.8pp | 335.08%-325.8pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,137 | $4,896-76.8% | $3,786-70.0% | $4,876-76.7% |
| Participant deferral / active EE | $5,351 | $5,316+0.7% | $4,482+19.4% | $5,439-1.6% |
| Admin fee / account holder | $24 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |