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 | $120,698 | $84,695+42.5% | $73,843+63.5% | $125,391-3.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.76% | 3123.53%-3125.3pp | 2267.84%-2269.6pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,508 | $3,123+12.3% | $2,787+25.9% | $4,866-27.9% |
| Participant deferral / active EE | $12,262 | $3,992+207.1% | $3,583+242.2% | $5,352+129.1% |
| Admin fee / account holder | $166 | $5,691-97.1% | $4,880-96.6% | $9,540-98.3% |