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 | $113,537 | $105,126+8.0% | $94,646+20.0% | $139,434-18.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.54% | 38.03%-25.5pp | 156.71%-144.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,473 | $4,106-39.8% | $3,672-32.7% | $4,751-47.9% |
| Participant deferral / active EE | $7,359 | $7,599-3.2% | $7,418-0.8% | $6,710+9.7% |
| Admin fee / account holder | $4 | $8,984-100.0% | $7,231-99.9% | $11,403-100.0% |