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 | $126,692 | $90,320+40.3% | $59,496+112.9% | $125,391+1.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -1.36% | 369.13%-370.5pp | 182.05%-183.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,641 | $1,792-8.4% | $1,153+42.3% | $4,866-66.3% |
| Participant deferral / active EE | $8,467 | $2,716+211.7% | $1,829+362.9% | $5,352+58.2% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |