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 | $72,726 | $176,812-58.9% | $146,665-50.4% | $167,490-56.6% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 12.73% | 24.03%-11.3pp | 22.74%-10.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,223 | $5,160-76.3% | $4,136-70.4% | $4,837-74.7% |
| Participant deferral / active EE | $5,176 | $6,440-19.6% | $5,506-6.0% | $6,341-18.4% |
| Admin fee / account holder | $14 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |