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 6-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 | $43,210 | $138,044-68.7% | $125,339-65.5% | $134,475-67.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.83% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $9,569 | $5,243+82.5% | $4,814+98.8% | $4,740+101.9% |
| Participant deferral / active EE | $8,719 | $7,799+11.8% | $7,446+17.1% | $6,400+36.2% |
| Admin fee / account holder | $264 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |