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 | $245,255 | $180,449+35.9% | $154,107+59.1% | $135,375+81.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.52% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.3pp |
| Employer contribution / active EE | $12,115 | $6,035+100.7% | $5,298+128.7% | $4,779+153.5% |
| Participant deferral / active EE | $7,581 | $5,806+30.6% | $5,081+49.2% | $5,609+35.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |