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 | $148,799 | $138,044+7.8% | $125,339+18.7% | $134,475+10.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.21% | 750.33%-764.5pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $19,342 | $5,243+268.9% | $4,814+301.8% | $4,740+308.1% |
| Participant deferral / active EE | $14,461 | $7,799+85.4% | $7,446+94.2% | $6,400+126.0% |
| Admin fee / account holder | $68 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |