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 | $192,752 | $160,055+20.4% | $140,016+37.7% | $135,375+42.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.04% | 911.38%-914.4pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $7,632 | $6,420+18.9% | $5,606+36.1% | $4,779+59.7% |
| Participant deferral / active EE | $23,457 | $7,642+207.0% | $6,927+238.6% | $5,609+318.2% |
| Admin fee / account holder | $98 | $13,328-99.3% | $10,705-99.1% | $10,827-99.1% |