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 7-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 | $67,872 | $190,805-64.4% | $159,960-57.6% | $134,475-49.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.05% | 552.23%-571.3pp | 408.60%-427.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,739 | $4,995-25.2% | $4,226-11.5% | $4,740-21.1% |
| Participant deferral / active EE | $12,602 | $6,923+82.0% | $6,182+103.8% | $6,400+96.9% |
| Admin fee / account holder | $287 | $10,471-97.3% | $8,698-96.7% | $11,426-97.5% |