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 | $142,700 | $180,449-20.9% | $154,107-7.4% | $135,375+5.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.73% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,984 | $6,035-34.0% | $5,298-24.8% | $4,779-16.6% |
| Participant deferral / active EE | $4,727 | $5,806-18.6% | $5,081-7.0% | $5,609-15.7% |
| Admin fee / account holder | $16 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |