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 | $201,283 | $138,044+45.8% | $125,339+60.6% | $134,475+49.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.44% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,962 | $5,243-62.6% | $4,814-59.2% | $4,740-58.6% |
| Participant deferral / active EE | $6,360 | $7,799-18.5% | $7,446-14.6% | $6,400-0.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |