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 | $134,875 | $97,757+38.0% | $83,848+60.9% | $135,375-0.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.02% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,241 | $4,222-23.2% | $3,631-10.7% | $4,779-32.2% |
| Participant deferral / active EE | $10,862 | $4,682+132.0% | $4,082+166.1% | $5,609+93.7% |
| Admin fee / account holder | $56 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |