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 | $24,934 | $138,065-81.9% | $123,544-79.8% | $135,375-81.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.78% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,254 | $5,151-17.4% | $4,628-8.1% | $4,779-11.0% |
| Participant deferral / active EE | $12,338 | $6,799+81.5% | $6,426+92.0% | $5,609+120.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |