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 | $208,416 | $138,044+51.0% | $125,339+66.3% | $134,475+55.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.09% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $17,153 | $5,243+227.1% | $4,814+256.4% | $4,740+261.9% |
| Participant deferral / active EE | $13,545 | $7,799+73.7% | $7,446+81.9% | $6,400+111.7% |
| Admin fee / account holder | $59 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |