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 | $110,596 | $74,888+47.7% | $71,209+55.3% | $142,382-22.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.58% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,310 | $2,854-19.1% | $2,721-15.1% | $4,299-46.3% |
| Participant deferral / active EE | $10,799 | $4,454+142.4% | $4,175+158.6% | $6,507+66.0% |
| Admin fee / account holder | $246 | $5,568-95.6% | $5,349-95.4% | $12,624-98.1% |