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 | $112,995 | $190,805-40.8% | $159,960-29.4% | $134,475-16.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.17% | 552.23%-553.4pp | 408.60%-409.8pp | 417.96%-419.1pp |
| Employer contribution / active EE | $10,405 | $4,995+108.3% | $4,226+146.2% | $4,740+119.5% |
| Participant deferral / active EE | $10,360 | $6,923+49.6% | $6,182+67.6% | $6,400+61.9% |
| Admin fee / account holder | $232 | $10,471-97.8% | $8,698-97.3% | $11,426-98.0% |