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 | $60,985 | $101,317-39.8% | $146,958-58.5% | $74,495-18.1% |
| Participation rate | 76.8% | 75.5%+1.3pp | 82.2%-5.4pp | 67.2%+9.6pp |
| Annual return | 19.20% | 8730.91%-8711.7pp | 418.34%-399.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $3,580 | $3,810-6.0% | $4,933-27.4% | $2,623+36.5% |
| Participant deferral / active EE | $6,967 | $7,303-4.6% | $8,070-13.7% | $4,346+60.3% |
| Admin fee / account holder | $59 | $1,739-96.6% | $12,998-99.5% | $1,942-96.9% |