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 | $114,667 | $150,440-23.8% | $136,294-15.9% | $147,584-22.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.08% | 1049.08%-1038.0pp | 5155.94%-5144.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $9,326 | $5,256+77.4% | $4,695+98.6% | $4,876+91.3% |
| Participant deferral / active EE | $13,675 | $6,630+106.2% | $6,247+118.9% | $5,439+151.4% |
| Admin fee / account holder | $63 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |