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 | $140,879 | $209,411-32.7% | $178,490-21.1% | $158,922-11.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 91.39% | 188.75%-97.4pp | 151.07%-59.7pp | 302.83%-211.4pp |
| Employer contribution / active EE | $1,912 | $5,706-66.5% | $5,011-61.8% | $4,761-59.8% |
| Participant deferral / active EE | $3,467 | $5,954-41.8% | $5,202-33.4% | $5,982-42.0% |
| Admin fee / account holder | $202 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |