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 | $23,157 | $84,695-72.7% | $73,843-68.6% | $125,391-81.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.93% | 3123.53%-3126.5pp | 2267.84%-2270.8pp | 282.22%-285.2pp |
| Employer contribution / active EE | $3,880 | $3,123+24.2% | $2,787+39.2% | $4,866-20.3% |
| Participant deferral / active EE | $3,880 | $3,992-2.8% | $3,583+8.3% | $5,352-27.5% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |