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 | $116,189 | $100,852+15.2% | $90,404+28.5% | $158,922-26.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.78% | 1724.20%-1706.4pp | 1293.02%-1275.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $11,732 | $3,689+218.1% | $3,262+259.7% | $4,761+146.4% |
| Participant deferral / active EE | $13,968 | $4,348+221.3% | $3,963+252.4% | $5,982+133.5% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |