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 | $72,608 | $114,237-36.4% | $119,258-39.1% | $167,490-56.6% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.7%+8.9pp | 82.1%+9.6pp |
| Annual return | 16.07% | 29.87%-13.8pp | 30.69%-14.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $6,330 | $4,481+41.3% | $4,384+44.4% | $4,837+30.9% |
| Participant deferral / active EE | $10,576 | $6,084+73.8% | $6,111+73.1% | $6,341+66.8% |
| Admin fee / account holder | $10 | $8,932-99.9% | $7,226-99.9% | $12,309-99.9% |