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 | $116,595 | $144,119-19.1% | $117,854-1.1% | $147,584-21.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.69% | 531.15%-516.5pp | 335.08%-320.4pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,673 | $4,896-25.0% | $3,786-3.0% | $4,876-24.7% |
| Participant deferral / active EE | $4,159 | $5,316-21.8% | $4,482-7.2% | $5,439-23.5% |
| Admin fee / account holder | $51 | $10,886-99.5% | $8,020-99.4% | $10,885-99.5% |