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 | $95,140 | $169,032-43.7% | $129,207-26.4% | $145,922-34.8% |
| Participation rate | 82.6% | 76.4%+6.2pp | 69.6%+13.0pp | 80.3%+2.3pp |
| Annual return | 15.24% | 14330.11%-14314.9pp | 9417.33%-9402.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,870 | $5,537-48.2% | $4,153-30.9% | $4,660-38.4% |
| Participant deferral / active EE | $8,532 | $4,987+71.1% | $4,168+104.7% | $6,688+27.6% |
| Admin fee / account holder | $248 | $9,954-97.5% | $7,715-96.8% | $13,397-98.1% |