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 | $111,865 | $106,890+4.7% | $84,015+33.1% | $152,861-26.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 25.57% | 104.99%-79.4pp | 71.31%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $575 | $2,734-79.0% | $1,983-71.0% | $4,762-87.9% |
| Participant deferral / active EE | $1,554 | $4,011-61.3% | $3,239-52.0% | $5,850-73.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |