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 | $126,723 | $160,055-20.8% | $140,016-9.5% | $135,375-6.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.07% | 911.38%-914.5pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $4,057 | $6,420-36.8% | $5,606-27.6% | $4,779-15.1% |
| Participant deferral / active EE | $8,688 | $7,642+13.7% | $6,927+25.4% | $5,609+54.9% |
| Admin fee / account holder | $135 | $13,328-99.0% | $10,705-98.7% | $10,827-98.8% |