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 | $150,005 | $106,543+40.8% | $91,220+64.4% | $134,475+11.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -7.20% | 160.60%-167.8pp | 114.01%-121.2pp | 417.96%-425.2pp |
| Employer contribution / active EE | $7,980 | $3,331+139.6% | $2,850+180.0% | $4,740+68.4% |
| Participant deferral / active EE | $7,924 | $4,719+67.9% | $4,234+87.2% | $6,400+23.8% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |