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 | $135,064 | $190,805-29.2% | $159,960-15.6% | $134,475+0.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.03% | 552.23%-568.3pp | 408.60%-424.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,441 | $4,995-71.2% | $4,226-65.9% | $4,740-69.6% |
| Participant deferral / active EE | $7,519 | $6,923+8.6% | $6,182+21.6% | $6,400+17.5% |
| Admin fee / account holder | $153 | $10,471-98.5% | $8,698-98.2% | $11,426-98.7% |