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 | $108,764 | $115,882-6.1% | $100,516+8.2% | $158,922-31.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.87% | 34.79%-20.9pp | 30.89%-17.0pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,300 | $4,103-44.0% | $3,418-32.7% | $4,761-51.7% |
| Participant deferral / active EE | $15,639 | $6,674+134.3% | $6,270+149.4% | $5,982+161.4% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |