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 | $46,502 | $183,963-74.7% | $162,163-71.3% | $152,861-69.6% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.4%-9.1pp |
| Annual return | 14.31% | 150.76%-136.5pp | 115.59%-101.3pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,388 | $6,371-62.5% | $5,614-57.5% | $4,762-49.9% |
| Participant deferral / active EE | $5,850 | $8,034-27.2% | $7,298-19.8% | $5,8500% |
| Admin fee / account holder | $190 | $13,121-98.6% | $10,843-98.2% | $11,596-98.4% |