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 | $92,534 | $105,998-12.7% | $92,233+0.3% | $147,584-37.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.86% | 50.05%-40.2pp | 176.28%-166.4pp | 578.55%-568.7pp |
| Employer contribution / active EE | $7,056 | $4,333+62.8% | $3,679+91.8% | $4,876+44.7% |
| Participant deferral / active EE | $4,030 | $4,478-10.0% | $3,897+3.4% | $5,439-25.9% |
| Admin fee / account holder | $209 | $6,332-96.7% | $5,194-96.0% | $10,885-98.1% |