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 | $36,972 | $84,695-56.3% | $73,843-49.9% | $125,391-70.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.87% | 3123.53%-3124.4pp | 2267.84%-2268.7pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,870 | $3,123+23.9% | $2,787+38.8% | $4,866-20.5% |
| Participant deferral / active EE | $9,950 | $3,992+149.2% | $3,583+177.7% | $5,352+85.9% |
| Admin fee / account holder | $209 | $5,691-96.3% | $4,880-95.7% | $9,540-97.8% |