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 | $209,850 | $202,318+3.7% | $172,739+21.5% | $152,861+37.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.29% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $19,282 | $5,856+229.3% | $5,143+274.9% | $4,762+304.9% |
| Participant deferral / active EE | $13,049 | $5,948+119.4% | $5,198+151.0% | $5,850+123.0% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |