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 | $173,265 | $167,307+3.6% | $143,757+20.5% | $134,475+28.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.62% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $16,839 | $5,619+199.7% | $4,951+240.1% | $4,740+255.3% |
| Participant deferral / active EE | $12,257 | $6,446+90.1% | $5,637+117.4% | $6,400+91.5% |
| Admin fee / account holder | $11 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |