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 | $116,884 | $117,841-0.8% | $102,423+14.1% | $145,922-19.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 16.80% | 31.65%-14.8pp | 29.32%-12.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $16,327 | $3,615+351.7% | $3,023+440.0% | $4,660+250.4% |
| Participant deferral / active EE | $12,900 | $5,731+125.1% | $5,053+155.3% | $6,688+92.9% |
| Admin fee / account holder | $5 | $13,326-100.0% | $9,451-99.9% | $13,397-100.0% |