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 | $73,702 | $175,202-57.9% | $149,673-50.8% | $139,434-47.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 12.10% | 166.71%-154.6pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,906 | $5,474-46.9% | $4,818-39.7% | $4,751-38.8% |
| Participant deferral / active EE | $8,728 | $6,519+33.9% | $5,680+53.7% | $6,710+30.1% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |