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 | $94,570 | $155,788-39.3% | $124,672-24.1% | $167,490-43.5% |
| Participation rate | 73.3% | 81.1%-7.8pp | 74.6%-1.3pp | 82.1%-8.8pp |
| Annual return | 14.73% | 17.97%-3.2pp | 5142.93%-5128.2pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,340 | $4,163-43.8% | $3,324-29.6% | $4,837-51.6% |
| Participant deferral / active EE | $5,221 | $5,673-8.0% | $4,614+13.2% | $6,341-17.7% |
| Admin fee / account holder | $231 | $9,531-97.6% | $7,493-96.9% | $12,309-98.1% |