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 | $242,589 | $138,065+75.7% | $123,544+96.4% | $135,375+79.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.00% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,831 | $5,151-64.5% | $4,628-60.4% | $4,779-61.7% |
| Participant deferral / active EE | $13,140 | $6,799+93.3% | $6,426+104.5% | $5,609+134.3% |
| Admin fee / account holder | $197 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |