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 | $228,602 | $138,044+65.6% | $125,339+82.4% | $134,475+70.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.31% | 750.33%-767.6pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,387 | $5,243-35.4% | $4,814-29.6% | $4,740-28.5% |
| Participant deferral / active EE | $6,535 | $7,799-16.2% | $7,446-12.2% | $6,400+2.1% |
| Admin fee / account holder | $144 | $11,571-98.8% | $10,010-98.6% | $11,426-98.7% |