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 | $78,615 | $160,055-50.9% | $140,016-43.9% | $135,375-41.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.78% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,000 | $6,420-22.1% | $5,606-10.8% | $4,779+4.6% |
| Participant deferral / active EE | $4,717 | $7,642-38.3% | $6,927-31.9% | $5,609-15.9% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |