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 | $101,901 | $176,056-42.1% | $159,436-36.1% | $167,490-39.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.17% | 331.75%-315.6pp | 263.57%-247.4pp | 478.56%-462.4pp |
| Employer contribution / active EE | $21,974 | $5,297+314.8% | $4,829+355.0% | $4,837+354.2% |
| Participant deferral / active EE | $19,440 | $7,750+150.8% | $7,352+164.4% | $6,341+206.6% |
| Admin fee / account holder | $40 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |