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 6-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 | $130,181 | $138,044-5.7% | $125,339+3.9% | $134,475-3.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.39% | 750.33%-761.7pp | 572.05%-583.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $12,025 | $5,243+129.3% | $4,814+149.8% | $4,740+153.7% |
| Participant deferral / active EE | $6,179 | $7,799-20.8% | $7,446-17.0% | $6,400-3.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |