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 | $107,156 | $168,632-36.5% | $147,614-27.4% | $125,391-14.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.65% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $11,423 | $6,252+82.7% | $5,564+105.3% | $4,866+134.7% |
| Participant deferral / active EE | $8,865 | $5,507+61.0% | $4,895+81.1% | $5,352+65.7% |
| Admin fee / account holder | $52 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |