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 9-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 | $112,029 | $88,751+26.2% | $81,812+36.9% | $145,922-23.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.39% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $12,471 | $3,083+304.5% | $2,912+328.2% | $4,660+167.6% |
| Participant deferral / active EE | $12,338 | $4,643+165.7% | $4,319+185.7% | $6,688+84.5% |
| Admin fee / account holder | $18 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |