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 | $99,891 | $107,334-6.9% | $92,893+7.5% | $152,861-34.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.22% | 145.58%-124.4pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,620 | $4,221-37.9% | $3,653-28.3% | $4,762-45.0% |
| Participant deferral / active EE | $6,782 | $4,845+40.0% | $4,236+60.1% | $5,850+15.9% |
| Admin fee / account holder | $146 | $7,079-97.9% | $5,794-97.5% | $11,596-98.7% |