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 | $107,478 | $115,708-7.1% | $65,255+64.7% | $139,434-22.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 45.17% | 31.19%+14.0pp | 47.35%-2.2pp | 372.94%-327.8pp |
| Employer contribution / active EE | $11,137 | $2,599+328.5% | $1,691+558.5% | $4,751+134.4% |
| Participant deferral / active EE | $13,359 | $4,240+215.1% | $2,831+371.9% | $6,710+99.1% |
| Admin fee / account holder | $64 | $6,698-99.0% | $4,112-98.5% | $11,403-99.4% |