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 | $186,135 | $150,440+23.7% | $136,294+36.6% | $147,584+26.1% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 21.25% | 1049.08%-1027.8pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $13,916 | $5,256+164.8% | $4,695+196.4% | $4,876+185.4% |
| Participant deferral / active EE | $14,597 | $6,630+120.1% | $6,247+133.7% | $5,439+168.4% |
| Admin fee / account holder | $182 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |