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 | $103,306 | $126,574-18.4% | $106,213-2.7% | $145,922-29.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 30.64% | 224.79%-194.1pp | 116.14%-85.5pp | 561.29%-530.6pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,109 | $5,724+6.7% | $5,016+21.8% | $6,688-8.7% |
| Admin fee / account holder | $18 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |