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 | $102,883 | $115,770-11.1% | $101,248+1.6% | $158,922-35.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.15% | 56.14%-33.0pp | 46.47%-23.3pp | 302.83%-279.7pp |
| Employer contribution / active EE | $4,000 | $4,175-4.2% | $3,660+9.3% | $4,761-16.0% |
| Participant deferral / active EE | $9,488 | $4,957+91.4% | $4,370+117.1% | $5,982+58.6% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |