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 | $37,145 | $135,635-72.6% | $110,238-66.3% | $135,375-72.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.31% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $8,564 | $4,906+74.5% | $3,826+123.8% | $4,779+79.2% |
| Participant deferral / active EE | $4,608 | $5,506-16.3% | $4,672-1.4% | $5,609-17.8% |
| Admin fee / account holder | $149 | $11,457-98.7% | $8,547-98.3% | $10,827-98.6% |