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 | $166,000 | $138,044+20.3% | $125,339+32.4% | $134,475+23.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.37% | 750.33%-754.7pp | 572.05%-576.4pp | 417.96%-422.3pp |
| Employer contribution / active EE | $4,023 | $5,243-23.3% | $4,814-16.4% | $4,740-15.1% |
| Participant deferral / active EE | $19,794 | $7,799+153.8% | $7,446+165.8% | $6,400+209.3% |
| Admin fee / account holder | $127 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |