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 | $121,528 | $138,065-12.0% | $123,544-1.6% | $135,375-10.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.92% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,465 | $5,151-71.6% | $4,628-68.3% | $4,779-69.3% |
| Participant deferral / active EE | $5,866 | $6,799-13.7% | $6,426-8.7% | $5,609+4.6% |
| Admin fee / account holder | $127 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |