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 | $112,403 | $90,600+24.1% | $79,464+41.5% | $135,375-17.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.27% | 977.43%-984.7pp | 718.14%-725.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $10,800 | $3,068+252.0% | $2,800+285.7% | $4,779+126.0% |
| Participant deferral / active EE | $13,629 | $4,050+236.5% | $3,704+268.0% | $5,609+143.0% |
| Admin fee / account holder | $59 | $5,907-99.0% | $5,113-98.8% | $10,827-99.5% |