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 | $167,559 | $138,044+21.4% | $125,339+33.7% | $134,475+24.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.86% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.8pp |
| Employer contribution / active EE | $9,637 | $5,243+83.8% | $4,814+100.2% | $4,740+103.3% |
| Participant deferral / active EE | $8,906 | $7,799+14.2% | $7,446+19.6% | $6,400+39.2% |
| Admin fee / account holder | $103 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |