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 | $214,713 | $180,449+19.0% | $154,107+39.3% | $135,375+58.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.95% | 888.09%-894.0pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,500 | $6,035-58.6% | $5,298-52.8% | $4,779-47.7% |
| Participant deferral / active EE | $4,860 | $5,806-16.3% | $5,081-4.3% | $5,609-13.3% |
| Admin fee / account holder | $47 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |