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 | $150,117 | $180,449-16.8% | $154,107-2.6% | $135,375+10.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.55% | 888.09%-893.6pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,816 | $6,035-53.3% | $5,298-46.9% | $4,779-41.1% |
| Participant deferral / active EE | $8,460 | $5,806+45.7% | $5,081+66.5% | $5,609+50.8% |
| Admin fee / account holder | $218 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |