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 9-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 | $120,698 | $118,849+1.6% | $96,562+25.0% | $167,490-27.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.43% | 50.49%-40.1pp | 37.78%-27.4pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,942 | $3,120+26.4% | $2,356+67.3% | $4,837-18.5% |
| Participant deferral / active EE | $3,467 | $4,616-24.9% | $3,849-9.9% | $6,341-45.3% |
| Admin fee / account holder | $39 | $8,065-99.5% | $6,181-99.4% | $12,309-99.7% |