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 | $137,321 | $167,307-17.9% | $143,757-4.5% | $134,475+2.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.11% | 0.46%-10.6pp | -0.04%-10.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $10,337 | $5,619+84.0% | $4,951+108.8% | $4,740+118.1% |
| Participant deferral / active EE | $13,603 | $6,446+111.0% | $5,637+141.3% | $6,400+112.6% |
| Admin fee / account holder | $13 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |