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 | $153,555 | $176,377-12.9% | $134,143+14.5% | $158,922-3.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.97% | 63.63%-48.7pp | 36.33%-21.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $4,556 | $5,040-9.6% | $3,704+23.0% | $4,761-4.3% |
| Participant deferral / active EE | $17,843 | $4,091+336.1% | $3,499+410.0% | $5,982+198.3% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |