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 | $104,944 | $100,852+4.1% | $90,404+16.1% | $158,922-34.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.35% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,664 | $3,689-54.9% | $3,262-49.0% | $4,761-65.1% |
| Participant deferral / active EE | $11,005 | $4,348+153.1% | $3,963+177.7% | $5,982+84.0% |
| Admin fee / account holder | $63 | $6,501-99.0% | $5,611-98.9% | $11,246-99.4% |