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 | $57,809 | $99,640-42.0% | $86,436-33.1% | $134,475-57.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.92% | 6782.58%-6792.5pp | 4394.89%-4404.8pp | 417.96%-427.9pp |
| Employer contribution / active EE | $3,998 | $4,400-9.1% | $3,769+6.1% | $4,740-15.6% |
| Participant deferral / active EE | $7,484 | $7,246+3.3% | $6,952+7.7% | $6,400+16.9% |
| Admin fee / account holder | $100 | $8,371-98.8% | $6,731-98.5% | $11,426-99.1% |