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 | $73,662 | $135,635-45.7% | $110,238-33.2% | $135,375-45.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.44% | 513.19%-518.6pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,692 | $4,906-45.1% | $3,826-29.6% | $4,779-43.7% |
| Participant deferral / active EE | $6,145 | $5,506+11.6% | $4,672+31.5% | $5,609+9.6% |
| Admin fee / account holder | $62 | $11,457-99.5% | $8,547-99.3% | $10,827-99.4% |