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 | $79,570 | $90,600-12.2% | $79,464+0.1% | $135,375-41.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.07% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,331 | $3,068-56.6% | $2,800-52.5% | $4,779-72.1% |
| Participant deferral / active EE | $5,670 | $4,050+40.0% | $3,704+53.1% | $5,609+1.1% |
| Admin fee / account holder | $83 | $5,907-98.6% | $5,113-98.4% | $10,827-99.2% |