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 | $108,821 | $118,849-8.4% | $96,562+12.7% | $167,490-35.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.37% | 50.49%-38.1pp | 37.78%-25.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,834 | $3,120-41.2% | $2,356-22.2% | $4,837-62.1% |
| Participant deferral / active EE | $5,358 | $4,616+16.1% | $3,849+39.2% | $6,341-15.5% |
| Admin fee / account holder | $71 | $8,065-99.1% | $6,181-98.9% | $12,309-99.4% |