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 | $186,393 | $197,591-5.7% | $177,821+4.8% | $158,922+17.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.95% | 58.76%-49.8pp | 48.32%-39.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $4,382 | $6,697-34.6% | $5,918-26.0% | $4,761-8.0% |
| Participant deferral / active EE | $6,852 | $8,405-18.5% | $7,714-11.2% | $5,982+14.5% |
| Admin fee / account holder | $171 | $15,399-98.9% | $12,427-98.6% | $11,246-98.5% |