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 | $80,559 | $90,600-11.1% | $79,464+1.4% | $135,375-40.5% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -5.39% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,119 | $3,068-30.9% | $2,800-24.3% | $4,779-55.7% |
| Participant deferral / active EE | $7,517 | $4,050+85.6% | $3,704+103.0% | $5,609+34.0% |
| Admin fee / account holder | $114 | $5,907-98.1% | $5,113-97.8% | $10,827-99.0% |