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 | $99,005 | $160,055-38.1% | $140,016-29.3% | $135,375-26.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.07% | 911.38%-917.4pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,010 | $6,420-53.1% | $5,606-46.3% | $4,779-37.0% |
| Participant deferral / active EE | $17,216 | $7,642+125.3% | $6,927+148.5% | $5,609+207.0% |
| Admin fee / account holder | $74 | $13,328-99.4% | $10,705-99.3% | $10,827-99.3% |