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 7-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 | $64,501 | $138,044-53.3% | $125,339-48.5% | $134,475-52.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.00% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $11,646 | $5,243+122.1% | $4,814+141.9% | $4,740+145.7% |
| Participant deferral / active EE | $7,623 | $7,799-2.3% | $7,446+2.4% | $6,400+19.1% |
| Admin fee / account holder | $243 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |