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 | $93,034 | $107,334-13.3% | $92,893+0.2% | $152,861-39.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 20.84% | 145.58%-124.7pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,310 | $4,221-45.3% | $3,653-36.8% | $4,762-51.5% |
| Participant deferral / active EE | $8,053 | $4,845+66.2% | $4,236+90.1% | $5,850+37.7% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |