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 | $103,735 | $102,966+0.7% | $90,281+14.9% | $152,861-32.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.86% | 95.16%-69.3pp | 78.10%-52.2pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,541 | $3,139+12.8% | $2,854+24.1% | $4,762-25.6% |
| Participant deferral / active EE | $9,324 | $4,281+117.8% | $3,885+140.0% | $5,850+59.4% |
| Admin fee / account holder | $11 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |