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 | $215,691 | $152,509+41.4% | $117,472+83.6% | $134,475+60.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.99% | 52.99%-69.0pp | 29.74%-45.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $17,520 | $5,571+214.5% | $4,176+319.5% | $4,740+269.6% |
| Participant deferral / active EE | $15,904 | $4,818+230.1% | $4,070+290.7% | $6,400+148.5% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |