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 | $101,139 | $118,450-14.6% | $98,439+2.7% | $139,434-27.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.41% | 18.94%-0.5pp | 21.16%-2.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,695 | $3,609-25.3% | $3,048-11.6% | $4,751-43.3% |
| Participant deferral / active EE | $7,829 | $5,392+45.2% | $4,738+65.3% | $6,710+16.7% |
| Admin fee / account holder | $42 | $14,026-99.7% | $8,948-99.5% | $11,403-99.6% |