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 | $130,180 | $190,805-31.8% | $159,960-18.6% | $134,475-3.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.13% | 552.23%-552.1pp | 408.60%-408.5pp | 417.96%-417.8pp |
| Employer contribution / active EE | $6,948 | $4,995+39.1% | $4,226+64.4% | $4,740+46.6% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $32 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |