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 | $103,619 | $138,065-24.9% | $123,544-16.1% | $135,375-23.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.83% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,714 | $5,151-27.9% | $4,628-19.7% | $4,779-22.3% |
| Participant deferral / active EE | $6,748 | $6,799-0.7% | $6,426+5.0% | $5,609+20.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |