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 | $190,699 | $138,044+38.1% | $125,339+52.1% | $134,475+41.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.90% | 750.33%-770.2pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,167 | $5,243-58.7% | $4,814-55.0% | $4,740-54.3% |
| Participant deferral / active EE | $14,591 | $7,799+87.1% | $7,446+95.9% | $6,400+128.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |