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 9-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 | $107,967 | $176,056-38.7% | $159,436-32.3% | $167,490-35.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.43% | 331.75%-304.3pp | 263.57%-236.1pp | 478.56%-451.1pp |
| Employer contribution / active EE | $2,106 | $5,297-60.2% | $4,829-56.4% | $4,837-56.5% |
| Participant deferral / active EE | $15,183 | $7,750+95.9% | $7,352+106.5% | $6,341+139.4% |
| Admin fee / account holder | $152 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |