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 | $112,937 | $160,055-29.4% | $140,016-19.3% | $135,375-16.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.11% | 911.38%-917.5pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $15,649 | $6,420+143.7% | $5,606+179.2% | $4,779+227.5% |
| Participant deferral / active EE | $11,592 | $7,642+51.7% | $6,927+67.3% | $5,609+106.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |