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 | $103,016 | $99,640+3.4% | $86,436+19.2% | $134,475-23.4% |
| Participation rate | 94.1% | 82.0%+12.1pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -11.08% | 6782.58%-6793.7pp | 4394.89%-4406.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,686 | $4,400-61.7% | $3,769-55.3% | $4,740-64.4% |
| Participant deferral / active EE | $4,902 | $7,246-32.3% | $6,952-29.5% | $6,400-23.4% |
| Admin fee / account holder | $119 | $8,371-98.6% | $6,731-98.2% | $11,426-99.0% |