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 7-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 | $172,444 | $138,044+24.9% | $125,339+37.6% | $134,475+28.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.78% | 750.33%-759.1pp | 572.05%-580.8pp | 417.96%-426.7pp |
| Employer contribution / active EE | $4,124 | $5,243-21.4% | $4,814-14.3% | $4,740-13.0% |
| Participant deferral / active EE | $15,306 | $7,799+96.3% | $7,446+105.6% | $6,400+139.2% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |