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 | $73,530 | $177,572-58.6% | $154,803-52.5% | $142,382-48.4% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 36.64% | 65.07%-28.4pp | 58.88%-22.2pp | 217.08%-180.4pp |
| Employer contribution / active EE | $5,636 | $4,810+17.2% | $4,305+30.9% | $4,299+31.1% |
| Participant deferral / active EE | $10,579 | $6,272+68.7% | $5,540+90.9% | $6,507+62.6% |
| Admin fee / account holder | $44 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |