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 9-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 | $59,522 | $90,600-34.3% | $79,464-25.1% | $135,375-56.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.28% | 977.43%-986.7pp | 718.14%-727.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $4,433 | $3,068+44.5% | $2,800+58.3% | $4,779-7.2% |
| Participant deferral / active EE | $33,750 | $4,050+733.3% | $3,704+811.2% | $5,609+501.7% |
| Admin fee / account holder | $107 | $5,907-98.2% | $5,113-97.9% | $10,827-99.0% |