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 | $123,183 | $157,256-21.7% | $141,162-12.7% | $152,861-19.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.29% | 64.32%-38.0pp | 71.39%-45.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $3,833 | $5,261-27.1% | $4,735-19.0% | $4,762-19.5% |
| Participant deferral / active EE | $4,364 | $7,109-38.6% | $6,709-35.0% | $5,850-25.4% |
| Admin fee / account holder | $177 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |