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 | $107,793 | $180,449-40.3% | $154,107-30.1% | $135,375-20.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.97% | 888.09%-890.1pp | 735.12%-737.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $2,309 | $6,035-61.7% | $5,298-56.4% | $4,779-51.7% |
| Participant deferral / active EE | $7,022 | $5,806+20.9% | $5,081+38.2% | $5,609+25.2% |
| Admin fee / account holder | $127 | $16,143-99.2% | $13,411-99.1% | $10,827-98.8% |