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 8-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 | $178,337 | $190,805-6.5% | $159,960+11.5% | $134,475+32.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.32% | 552.23%-559.6pp | 408.60%-415.9pp | 417.96%-425.3pp |
| Employer contribution / active EE | $18,500 | $4,995+270.4% | $4,226+337.8% | $4,740+290.3% |
| Participant deferral / active EE | $15,081 | $6,923+117.8% | $6,182+143.9% | $6,400+135.6% |
| Admin fee / account holder | $103 | $10,471-99.0% | $8,698-98.8% | $11,426-99.1% |