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 | $96,097 | $180,449-46.7% | $154,107-37.6% | $135,375-29.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.93% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,058 | $6,035-49.3% | $5,298-42.3% | $4,779-36.0% |
| Participant deferral / active EE | $7,319 | $5,806+26.1% | $5,081+44.1% | $5,609+30.5% |
| Admin fee / account holder | $16 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |