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 6-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 | $109,680 | $138,044-20.5% | $125,339-12.5% | $134,475-18.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.35% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.3pp |
| Employer contribution / active EE | $24,349 | $5,243+364.4% | $4,814+405.8% | $4,740+413.7% |
| Participant deferral / active EE | $18,512 | $7,799+137.4% | $7,446+148.6% | $6,400+189.3% |
| Admin fee / account holder | $172 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |