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 | $151,992 | $138,065+10.1% | $123,544+23.0% | $135,375+12.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.09% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,904 | $5,151-24.2% | $4,628-15.6% | $4,779-18.3% |
| Participant deferral / active EE | $13,956 | $6,799+105.3% | $6,426+117.2% | $5,609+148.8% |
| Admin fee / account holder | $180 | $10,916-98.4% | $9,284-98.1% | $10,827-98.3% |