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 | $101,469 | $106,890-5.1% | $84,015+20.8% | $152,861-33.6% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 28.22% | 104.99%-76.8pp | 71.31%-43.1pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,723 | $2,734-37.0% | $1,983-13.1% | $4,762-63.8% |
| Participant deferral / active EE | $4,402 | $4,011+9.7% | $3,239+35.9% | $5,850-24.8% |
| Admin fee / account holder | $32 | $8,285-99.6% | $6,101-99.5% | $11,596-99.7% |