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 | $72,338 | $160,055-54.8% | $140,016-48.3% | $135,375-46.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.61% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $4,514 | $6,420-29.7% | $5,606-19.5% | $4,779-5.5% |
| Participant deferral / active EE | $12,566 | $7,642+64.4% | $6,927+81.4% | $5,609+124.0% |
| Admin fee / account holder | $36 | $13,328-99.7% | $10,705-99.7% | $10,827-99.7% |