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 | $103,661 | $97,757+6.0% | $83,848+23.6% | $135,375-23.4% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -4.80% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,002 | $4,222-52.6% | $3,631-44.9% | $4,779-58.1% |
| Participant deferral / active EE | $5,193 | $4,682+10.9% | $4,082+27.2% | $5,609-7.4% |
| Admin fee / account holder | $26 | $6,674-99.6% | $5,478-99.5% | $10,827-99.8% |