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 | $111,995 | $92,703+20.8% | $82,719+35.4% | $134,475-16.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.87% | 944.92%-962.8pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $10,127 | $3,274+209.3% | $3,009+236.6% | $4,740+113.7% |
| Participant deferral / active EE | $4,146 | $4,802-13.7% | $4,395-5.7% | $6,400-35.2% |
| Admin fee / account holder | $70 | $5,983-98.8% | $5,329-98.7% | $11,426-99.4% |