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 | $140,920 | $97,757+44.2% | $83,848+68.1% | $135,375+4.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.31% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $18,580 | $4,222+340.1% | $3,631+411.7% | $4,779+288.8% |
| Participant deferral / active EE | $20,560 | $4,682+339.1% | $4,082+403.7% | $5,609+266.6% |
| Admin fee / account holder | $4 | $6,674-99.9% | $5,478-99.9% | $10,827-100.0% |