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 | $157,348 | $171,865-8.4% | $149,718+5.1% | $147,584+6.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.40% | 2113.22%-2087.8pp | 1501.63%-1476.2pp | 578.55%-553.2pp |
| Employer contribution / active EE | $7,080 | $6,275+12.8% | $5,445+30.0% | $4,876+45.2% |
| Participant deferral / active EE | $11,904 | $7,271+63.7% | $6,569+81.2% | $5,439+118.9% |
| Admin fee / account holder | $28 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |