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 9-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 | $133,263 | $92,703+43.8% | $82,719+61.1% | $134,475-0.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -1.44% | 944.92%-946.4pp | 701.18%-702.6pp | 417.96%-419.4pp |
| Employer contribution / active EE | $16,938 | $3,274+417.4% | $3,009+462.9% | $4,740+257.4% |
| Participant deferral / active EE | $13,241 | $4,802+175.7% | $4,395+201.3% | $6,400+106.9% |
| Admin fee / account holder | $30 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |