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 | $21,514 | $84,695-74.6% | $73,843-70.9% | $125,391-82.8% |
| Participation rate | 92.9% | 76.8%+16.1pp | 73.4%+19.4pp | 83.2%+9.7pp |
| Annual return | -1.73% | 3123.53%-3125.3pp | 2267.84%-2269.6pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,511 | $3,123-51.6% | $2,787-45.8% | $4,866-68.9% |
| Participant deferral / active EE | $3,048 | $3,992-23.7% | $3,583-14.9% | $5,352-43.0% |
| Admin fee / account holder | $6 | $5,691-99.9% | $4,880-99.9% | $9,540-99.9% |