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 | $66,368 | $92,703-28.4% | $82,719-19.8% | $134,475-50.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.60% | 944.92%-965.5pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,887 | $3,274-11.8% | $3,009-4.1% | $4,740-39.1% |
| Participant deferral / active EE | $6,405 | $4,802+33.4% | $4,395+45.7% | $6,400+0.1% |
| Admin fee / account holder | $271 | $5,983-95.5% | $5,329-94.9% | $11,426-97.6% |