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 | $118,053 | $183,519-35.7% | $155,509-24.1% | $145,922-19.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $7,392 | $5,313+39.1% | $4,672+58.2% | $4,660+58.6% |
| Participant deferral / active EE | $3,962 | $6,462-38.7% | $5,626-29.6% | $6,688-40.8% |
| Admin fee / account holder | $237 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |