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 | $112,723 | $138,065-18.4% | $123,544-8.8% | $135,375-16.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.82% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,834 | $5,151-45.0% | $4,628-38.8% | $4,779-40.7% |
| Participant deferral / active EE | $6,237 | $6,799-8.3% | $6,426-2.9% | $5,609+11.2% |
| Admin fee / account holder | $100 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |