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 | $91,062 | $100,852-9.7% | $90,404+0.7% | $158,922-42.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 16.51% | 1724.20%-1707.7pp | 1293.02%-1276.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,886 | $3,689-48.9% | $3,262-42.2% | $4,761-60.4% |
| Participant deferral / active EE | $4,244 | $4,348-2.4% | $3,963+7.1% | $5,982-29.1% |
| Admin fee / account holder | $18 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |