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 | $97,640 | $90,600+7.8% | $79,464+22.9% | $135,375-27.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.77% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,440 | $3,068+109.9% | $2,800+130.0% | $4,779+34.8% |
| Participant deferral / active EE | $7,599 | $4,050+87.6% | $3,704+105.2% | $5,609+35.5% |
| Admin fee / account holder | $145 | $5,907-97.5% | $5,113-97.2% | $10,827-98.7% |