Filings through .
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 5-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 | $141,520 | $159,602-11.3% | $150,045-5.7% | $142,382-0.6% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 31.44% | 70.24%-38.8pp | 62.55%-31.1pp | 217.08%-185.6pp |
| Employer contribution / active EE | $7,123 | $4,961+43.6% | $4,693+51.8% | $4,299+65.7% |
| Participant deferral / active EE | $20,685 | $8,310+148.9% | $7,997+158.7% | $6,507+217.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |