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 | $142,112 | $152,509-6.8% | $117,472+21.0% | $134,475+5.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.89% | 52.99%-68.9pp | 29.74%-45.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $12,819 | $5,571+130.1% | $4,176+207.0% | $4,740+170.5% |
| Participant deferral / active EE | $12,787 | $4,818+165.4% | $4,070+214.2% | $6,400+99.8% |
| Admin fee / account holder | $108 | $7,004-98.5% | $5,645-98.1% | $11,426-99.1% |