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 | $225,790 | $138,044+63.6% | $125,339+80.1% | $134,475+67.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.91% | 750.33%-769.2pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,996 | $5,243-23.8% | $4,814-17.0% | $4,740-15.7% |
| Participant deferral / active EE | $10,246 | $7,799+31.4% | $7,446+37.6% | $6,400+60.1% |
| Admin fee / account holder | $16 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |