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 | $177,185 | $97,044+82.6% | $83,333+112.6% | $135,375+30.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.60% | 12.31%-15.9pp | 10.63%-14.2pp | 519.73%-523.3pp |
| Employer contribution / active EE | $16,934 | $4,143+308.7% | $3,379+401.2% | $4,779+254.4% |
| Participant deferral / active EE | $24,500 | $5,964+310.8% | $5,565+340.3% | $5,609+336.8% |
| Admin fee / account holder | $102 | $8,380-98.8% | $7,510-98.6% | $10,827-99.1% |