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 | $44,272 | $84,695-47.7% | $73,843-40.0% | $125,391-64.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.97% | 3123.53%-3124.5pp | 2267.84%-2268.8pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,424 | $3,123-22.4% | $2,787-13.0% | $4,866-50.2% |
| Participant deferral / active EE | $10,639 | $3,992+166.5% | $3,583+196.9% | $5,352+98.8% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |