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 | $134,118 | $140,588-4.6% | $123,104+8.9% | $125,391+7.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.29% | 16.80%-18.1pp | 13.22%-14.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $13,850 | $6,041+129.3% | $5,151+168.9% | $4,866+184.6% |
| Participant deferral / active EE | $4,500 | $6,980-35.5% | $6,230-27.8% | $5,352-15.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |