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 9-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 | $187,099 | $152,509+22.7% | $117,472+59.3% | $134,475+39.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.61% | 52.99%-67.6pp | 29.74%-44.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $12,808 | $5,571+129.9% | $4,176+206.7% | $4,740+170.2% |
| Participant deferral / active EE | $18,950 | $4,818+293.3% | $4,070+365.6% | $6,400+196.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |