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 | $46,062 | $90,600-49.2% | $79,464-42.0% | $135,375-66.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.19% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,171 | $3,068+3.3% | $2,800+13.2% | $4,779-33.7% |
| Participant deferral / active EE | $7,784 | $4,050+92.2% | $3,704+110.1% | $5,609+38.8% |
| Admin fee / account holder | $230 | $5,907-96.1% | $5,113-95.5% | $10,827-97.9% |