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 | $21,633 | $138,065-84.3% | $123,544-82.5% | $135,375-84.0% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -1.83% | 153.68%-155.5pp | 119.20%-121.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,881 | $5,151-44.1% | $4,628-37.7% | $4,779-39.7% |
| Participant deferral / active EE | $3,722 | $6,799-45.3% | $6,426-42.1% | $5,609-33.6% |
| Admin fee / account holder | $243 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |