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 | $138,664 | $138,044+0.4% | $125,339+10.6% | $134,475+3.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.72% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,129 | $5,243-40.3% | $4,814-35.0% | $4,740-34.0% |
| Participant deferral / active EE | $12,135 | $7,799+55.6% | $7,446+63.0% | $6,400+89.6% |
| Admin fee / account holder | $175 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |