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 | $103,552 | $107,334-3.5% | $92,893+11.5% | $152,861-32.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.99% | 145.58%-117.6pp | 109.41%-81.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $8,288 | $4,221+96.4% | $3,653+126.9% | $4,762+74.0% |
| Participant deferral / active EE | $11,365 | $4,845+134.6% | $4,236+168.3% | $5,850+94.3% |
| Admin fee / account holder | $26 | $7,079-99.6% | $5,794-99.6% | $11,596-99.8% |