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 7-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 | $54,505 | $138,044-60.5% | $125,339-56.5% | $134,475-59.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.74% | 750.33%-757.1pp | 572.05%-578.8pp | 417.96%-424.7pp |
| Employer contribution / active EE | $8,187 | $5,243+56.1% | $4,814+70.1% | $4,740+72.7% |
| Participant deferral / active EE | $9,754 | $7,799+25.1% | $7,446+31.0% | $6,400+52.4% |
| Admin fee / account holder | $255 | $11,571-97.8% | $10,010-97.4% | $11,426-97.8% |