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 7-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 | $116,766 | $115,770+0.9% | $101,248+15.3% | $158,922-26.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.75% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,080 | $4,175-50.2% | $3,660-43.2% | $4,761-56.3% |
| Participant deferral / active EE | $5,200 | $4,957+4.9% | $4,370+19.0% | $5,982-13.1% |
| Admin fee / account holder | $125 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |