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 | $127,190 | $97,757+30.1% | $83,848+51.7% | $135,375-6.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.73% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $816 | $4,222-80.7% | $3,631-77.5% | $4,779-82.9% |
| Participant deferral / active EE | $3,881 | $4,682-17.1% | $4,082-4.9% | $5,609-30.8% |
| Admin fee / account holder | $66 | $6,674-99.0% | $5,478-98.8% | $10,827-99.4% |