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 | $102,741 | $180,449-43.1% | $154,107-33.3% | $135,375-24.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.69% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $15,000 | $6,035+148.6% | $5,298+183.2% | $4,779+213.9% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $50 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |