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 | $138,863 | $160,055-13.2% | $140,016-0.8% | $135,375+2.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.25% | 911.38%-914.6pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $11,049 | $6,420+72.1% | $5,606+97.1% | $4,779+131.2% |
| Participant deferral / active EE | $9,033 | $7,642+18.2% | $6,927+30.4% | $5,609+61.1% |
| Admin fee / account holder | $71 | $13,328-99.5% | $10,705-99.3% | $10,827-99.3% |