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 | $112,349 | $135,635-17.2% | $110,238+1.9% | $135,375-17.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.32% | 513.19%-519.5pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,236 | $4,906-54.4% | $3,826-41.6% | $4,779-53.2% |
| Participant deferral / active EE | $11,694 | $5,506+112.4% | $4,672+150.3% | $5,609+108.5% |
| Admin fee / account holder | $83 | $11,457-99.3% | $8,547-99.0% | $10,827-99.2% |