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 | $132,098 | $92,222+43.2% | $76,768+72.1% | $135,375-2.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.18% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,630 | $3,216+137.3% | $2,485+207.0% | $4,779+59.7% |
| Participant deferral / active EE | $12,300 | $4,509+172.8% | $3,852+219.4% | $5,609+119.3% |
| Admin fee / account holder | $12 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |