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 | $119,993 | $112,096+7.0% | $95,952+25.1% | $158,922-24.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 30.71% | 171.09%-140.4pp | 91.61%-60.9pp | 302.83%-272.1pp |
| Employer contribution / active EE | $11,538 | $3,198+260.8% | $2,541+354.1% | $4,761+142.3% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $116 | $10,130-98.9% | $6,795-98.3% | $11,246-99.0% |