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 | $115,389 | $138,065-16.4% | $123,544-6.6% | $135,375-14.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.78% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $14,960 | $5,151+190.4% | $4,628+223.3% | $4,779+213.1% |
| Participant deferral / active EE | $11,100 | $6,799+63.3% | $6,426+72.7% | $5,609+97.9% |
| Admin fee / account holder | $143 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |