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 | $50,440 | $99,640-49.4% | $86,436-41.6% | $134,475-62.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | 6782.58%-6800.3pp | 4394.89%-4412.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,539 | $4,400-42.3% | $3,769-32.6% | $4,740-46.4% |
| Participant deferral / active EE | $5,942 | $7,246-18.0% | $6,952-14.5% | $6,400-7.2% |
| Admin fee / account holder | $7 | $8,371-99.9% | $6,731-99.9% | $11,426-99.9% |