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 | $20,966 | $138,044-84.8% | $125,339-83.3% | $134,475-84.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.81% | 750.33%-763.1pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,766 | $5,243-47.2% | $4,814-42.5% | $4,740-41.6% |
| Participant deferral / active EE | $3,274 | $7,799-58.0% | $7,446-56.0% | $6,400-48.8% |
| Admin fee / account holder | $240 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |