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 | $187,807 | $106,543+76.3% | $91,220+105.9% | $134,475+39.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.72% | 160.60%-176.3pp | 114.01%-129.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,204 | $3,331-3.8% | $2,850+12.4% | $4,740-32.4% |
| Participant deferral / active EE | $9,092 | $4,719+92.7% | $4,234+114.8% | $6,400+42.1% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |