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 | $112,467 | $183,519-38.7% | $155,509-27.7% | $145,922-22.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.00% | 61.17%-32.2pp | 64.67%-35.7pp | 561.29%-532.3pp |
| Employer contribution / active EE | $2,767 | $5,313-47.9% | $4,672-40.8% | $4,660-40.6% |
| Participant deferral / active EE | $4,564 | $6,462-29.4% | $5,626-18.9% | $6,688-31.8% |
| Admin fee / account holder | $10 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |