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 | $191,061 | $168,632+13.3% | $147,614+29.4% | $125,391+52.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.80% | 77.65%-79.4pp | 61.98%-63.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,608 | $6,252-74.3% | $5,564-71.1% | $4,866-67.0% |
| Participant deferral / active EE | $4,277 | $5,507-22.3% | $4,895-12.6% | $5,352-20.1% |
| Admin fee / account holder | $11 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |