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 | $100,169 | $157,256-36.3% | $141,162-29.0% | $152,861-34.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.25% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,228 | $5,261-57.7% | $4,735-53.0% | $4,762-53.2% |
| Participant deferral / active EE | $12,004 | $7,109+68.8% | $6,709+78.9% | $5,850+105.2% |
| Admin fee / account holder | $300 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |