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 | $213,903 | $150,440+42.2% | $136,294+56.9% | $147,584+44.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.86% | 1049.08%-1023.2pp | 5155.94%-5130.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $15,092 | $5,256+187.1% | $4,695+221.4% | $4,876+209.5% |
| Participant deferral / active EE | $7,639 | $6,630+15.2% | $6,247+22.3% | $5,439+40.5% |
| Admin fee / account holder | $10 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |