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 | $133,607 | $138,044-3.2% | $125,339+6.6% | $134,475-0.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.71% | 750.33%-770.0pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,112 | $5,243-40.7% | $4,814-35.4% | $4,740-34.3% |
| Participant deferral / active EE | $17,008 | $7,799+118.1% | $7,446+128.4% | $6,400+165.8% |
| Admin fee / account holder | $110 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |