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 | $112,260 | $99,985+12.3% | $146,665-23.5% | $85,850+30.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.47% | 18.93%-2.5pp | 22.74%-6.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $4,286 | $2,559+67.5% | $4,136+3.6% | $2,565+67.1% |
| Participant deferral / active EE | $5,410 | $4,006+35.1% | $5,506-1.7% | $3,952+36.9% |
| Admin fee / account holder | $2 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |