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 | $204,402 | $97,757+109.1% | $83,848+143.8% | $135,375+51.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -4.81% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,736 | $4,222-35.2% | $3,631-24.6% | $4,779-42.7% |
| Participant deferral / active EE | $7,973 | $4,682+70.3% | $4,082+95.3% | $5,609+42.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |