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 | $120,046 | $180,449-33.5% | $154,107-22.1% | $135,375-11.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.51% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $14,404 | $6,035+138.7% | $5,298+171.9% | $4,779+201.4% |
| Participant deferral / active EE | $4,625 | $5,806-20.3% | $5,081-9.0% | $5,609-17.5% |
| Admin fee / account holder | $88 | $16,143-99.5% | $13,411-99.3% | $10,827-99.2% |