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 | $103,789 | $109,327-5.1% | $89,391+16.1% | $158,922-34.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.36% | 345.68%-329.3pp | 245.62%-229.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $5,289 | $3,170+66.9% | $2,586+104.5% | $4,761+11.1% |
| Participant deferral / active EE | $10,135 | $4,598+120.4% | $3,890+160.6% | $5,982+69.4% |
| Admin fee / account holder | $68 | $6,153-98.9% | $4,881-98.6% | $11,246-99.4% |