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 | $81,090 | $109,817-26.2% | $98,442-17.6% | $167,490-51.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 22.77% | 1956.69%-1933.9pp | 1492.73%-1470.0pp | 478.56%-455.8pp |
| Employer contribution / active EE | $2,376 | $3,224-26.3% | $2,960-19.7% | $4,837-50.9% |
| Participant deferral / active EE | $6,846 | $4,673+46.5% | $4,276+60.1% | $6,341+8.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |