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 | $203,217 | $160,055+27.0% | $140,016+45.1% | $135,375+50.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.87% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $23,505 | $6,420+266.1% | $5,606+319.3% | $4,779+391.9% |
| Participant deferral / active EE | $16,650 | $7,642+117.9% | $6,927+140.4% | $5,609+196.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |