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 | $108,036 | $118,849-9.1% | $96,562+11.9% | $167,490-35.5% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 21.17% | 50.49%-29.3pp | 37.78%-16.6pp | 478.56%-457.4pp |
| Employer contribution / active EE | $2,632 | $3,120-15.6% | $2,356+11.7% | $4,837-45.6% |
| Participant deferral / active EE | $3,204 | $4,616-30.6% | $3,849-16.8% | $6,341-49.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |