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 | $117,639 | $90,600+29.8% | $79,464+48.0% | $135,375-13.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.58% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,208 | $3,068+4.6% | $2,800+14.5% | $4,779-32.9% |
| Participant deferral / active EE | $12,280 | $4,050+203.2% | $3,704+231.5% | $5,609+118.9% |
| Admin fee / account holder | $224 | $5,907-96.2% | $5,113-95.6% | $10,827-97.9% |