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 | $38,993 | $160,055-75.6% | $140,016-72.2% | $135,375-71.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.35% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,918 | $6,420-39.0% | $5,606-30.1% | $4,779-18.0% |
| Participant deferral / active EE | $4,545 | $7,642-40.5% | $6,927-34.4% | $5,609-19.0% |
| Admin fee / account holder | $105 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |