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 | $69,435 | $135,635-48.8% | $110,238-37.0% | $135,375-48.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.50% | 513.19%-519.7pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $14,615 | $4,906+197.9% | $3,826+281.9% | $4,779+205.8% |
| Participant deferral / active EE | $7,566 | $5,506+37.4% | $4,672+61.9% | $5,609+34.9% |
| Admin fee / account holder | $86 | $11,457-99.2% | $8,547-99.0% | $10,827-99.2% |