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 | $165,895 | $138,044+20.2% | $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 | -17.26% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $14,485 | $5,243+176.3% | $4,814+200.9% | $4,740+205.6% |
| Participant deferral / active EE | $19,764 | $7,799+153.4% | $7,446+165.4% | $6,400+208.8% |
| Admin fee / account holder | $58 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |