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 | $108,443 | $115,770-6.3% | $101,248+7.1% | $158,922-31.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 15.73% | 56.14%-40.4pp | 46.47%-30.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,618 | $4,175-61.3% | $3,660-55.8% | $4,761-66.0% |
| Participant deferral / active EE | $8,428 | $4,957+70.0% | $4,370+92.8% | $5,982+40.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |