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 | $97,978 | $100,852-2.9% | $90,404+8.4% | $158,922-38.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.03% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,819 | $3,689-50.7% | $3,262-44.2% | $4,761-61.8% |
| Participant deferral / active EE | $3,665 | $4,348-15.7% | $3,963-7.5% | $5,982-38.7% |
| Admin fee / account holder | $134 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |