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 | $95,549 | $91,552+4.4% | $133,956-28.7% | $79,858+19.6% |
| Participation rate | 96.3% | 73.3%+22.9pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 11.76% | 61.85%-50.1pp | 45.09%-33.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,278 | $2,384-4.4% | $3,919-41.9% | $2,471-7.8% |
| Participant deferral / active EE | $3,948 | $3,733+5.8% | $5,048-21.8% | $3,740+5.6% |
| Admin fee / account holder | $260 | $6,321-95.9% | $8,927-97.1% | $5,306-95.1% |