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 | $152,127 | $93,024+63.5% | $77,024+97.5% | $134,475+13.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.47% | 62.60%-80.1pp | 42.32%-59.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $14,384 | $3,418+320.8% | $2,812+411.5% | $4,740+203.5% |
| Participant deferral / active EE | $7,107 | $5,238+35.7% | $4,426+60.6% | $6,400+11.1% |
| Admin fee / account holder | $15 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |