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 9-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 | $188,347 | $138,044+36.4% | $125,339+50.3% | $134,475+40.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.77% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $26,527 | $5,243+405.9% | $4,814+451.1% | $4,740+459.7% |
| Participant deferral / active EE | $20,500 | $7,799+162.9% | $7,446+175.3% | $6,400+220.3% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |