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 | $101,955 | $160,055-36.3% | $140,016-27.2% | $135,375-24.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.04% | 911.38%-918.4pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $14,814 | $6,420+130.7% | $5,606+164.3% | $4,779+210.0% |
| Participant deferral / active EE | $8,079 | $7,642+5.7% | $6,927+16.6% | $5,609+44.0% |
| Admin fee / account holder | $71 | $13,328-99.5% | $10,705-99.3% | $10,827-99.3% |