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 | $97,854 | $102,966-5.0% | $90,281+8.4% | $152,861-36.0% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 28.30% | 95.16%-66.9pp | 78.10%-49.8pp | 345.32%-317.0pp |
| Employer contribution / active EE | $2,422 | $3,139-22.8% | $2,854-15.2% | $4,762-49.1% |
| Participant deferral / active EE | $8,127 | $4,281+89.8% | $3,885+109.2% | $5,850+38.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |