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 | $147,847 | $113,935+29.8% | $94,224+56.9% | $125,391+17.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.19% | 5.29%-6.5pp | 10.68%-11.9pp | 282.22%-283.4pp |
| Employer contribution / active EE | $7,048 | $4,727+49.1% | $3,587+96.5% | $4,866+44.8% |
| Participant deferral / active EE | $7,388 | $5,179+42.7% | $4,320+71.0% | $5,352+38.1% |
| Admin fee / account holder | $101 | $8,391-98.8% | $6,269-98.4% | $9,540-98.9% |