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 | $232,262 | $180,449+28.7% | $154,107+50.7% | $135,375+71.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.06% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $12,215 | $6,035+102.4% | $5,298+130.6% | $4,779+155.6% |
| Participant deferral / active EE | $12,687 | $5,806+118.5% | $5,081+149.7% | $5,609+126.2% |
| Admin fee / account holder | $24 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |