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 | $191,780 | $190,805+0.5% | $159,960+19.9% | $134,475+42.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.92% | 552.23%-568.2pp | 408.60%-424.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $13,500 | $4,995+170.3% | $4,226+219.5% | $4,740+184.8% |
| Participant deferral / active EE | $27,000 | $6,923+290.0% | $6,182+336.7% | $6,400+321.9% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |