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 | $96,081 | $138,065-30.4% | $123,544-22.2% | $135,375-29.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.68% | 153.68%-155.4pp | 119.20%-120.9pp | 519.73%-521.4pp |
| Employer contribution / active EE | $3,342 | $5,151-35.1% | $4,628-27.8% | $4,779-30.1% |
| Participant deferral / active EE | $11,255 | $6,799+65.5% | $6,426+75.2% | $5,609+100.7% |
| Admin fee / account holder | $180 | $10,916-98.4% | $9,284-98.1% | $10,827-98.3% |