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 | $108,801 | $165,984-34.5% | $164,813-34.0% | $145,922-25.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.66% | 100.03%-89.4pp | 69.93%-59.3pp | 561.29%-550.6pp |
| Employer contribution / active EE | $8,483 | $5,273+60.9% | $4,341+95.4% | $4,660+82.0% |
| Participant deferral / active EE | $8,153 | $6,959+17.2% | $6,031+35.2% | $6,688+21.9% |
| Admin fee / account holder | $152 | $16,648-99.1% | $12,690-98.8% | $13,397-98.9% |