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 | $159,282 | $135,635+17.4% | $110,238+44.5% | $135,375+17.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.61% | 513.19%-520.8pp | 314.74%-322.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $6,770 | $4,906+38.0% | $3,826+76.9% | $4,779+41.7% |
| Participant deferral / active EE | $10,006 | $5,506+81.7% | $4,672+114.2% | $5,609+78.4% |
| Admin fee / account holder | $31 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |