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 | $109,447 | $102,616+6.7% | $81,983+33.5% | $158,922-31.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.64% | 61.04%-43.4pp | 41.31%-23.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $8,191 | $3,240+152.8% | $2,498+227.9% | $4,761+72.0% |
| Participant deferral / active EE | $4,952 | $4,648+6.5% | $3,722+33.0% | $5,982-17.2% |
| Admin fee / account holder | $19 | $8,235-99.8% | $5,664-99.7% | $11,246-99.8% |