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 | $204,806 | $160,055+28.0% | $140,016+46.3% | $135,375+51.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.46% | 911.38%-917.8pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $26,674 | $6,420+315.5% | $5,606+375.8% | $4,779+458.2% |
| Participant deferral / active EE | $19,433 | $7,642+154.3% | $6,927+180.5% | $5,609+246.5% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |