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 | $122,989 | $160,055-23.2% | $140,016-12.2% | $135,375-9.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -1.63% | 911.38%-913.0pp | 651.12%-652.7pp | 519.73%-521.4pp |
| Employer contribution / active EE | $6,542 | $6,420+1.9% | $5,606+16.7% | $4,779+36.9% |
| Participant deferral / active EE | $4,900 | $7,642-35.9% | $6,927-29.3% | $5,609-12.6% |
| Admin fee / account holder | $119 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |