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 | $143,432 | $138,044+3.9% | $125,339+14.4% | $134,475+6.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.34% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,262 | $5,243-75.9% | $4,814-73.8% | $4,740-73.4% |
| Participant deferral / active EE | $3,063 | $7,799-60.7% | $7,446-58.9% | $6,400-52.1% |
| Admin fee / account holder | $98 | $11,571-99.2% | $10,010-99.0% | $11,426-99.1% |