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 | $20,334 | $39,798-48.9% | $67,711-70.0% | $59,632-65.9% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -3.14% | 89.94%-93.1pp | 25.41%-28.5pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $4,043 | $1,393+190.3% | $2,559+58.0% | $2,203+83.6% |
| Participant deferral / active EE | $1,676 | $2,335-28.2% | $3,585-53.3% | $3,192-47.5% |
| Admin fee / account holder | $264 | $3,212-91.8% | $4,255-93.8% | $4,297-93.9% |