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 | $91,406 | $150,440-39.2% | $136,294-32.9% | $147,584-38.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.84% | 1049.08%-1028.2pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $8,000 | $5,256+52.2% | $4,695+70.4% | $4,876+64.1% |
| Participant deferral / active EE | $17,877 | $6,630+169.6% | $6,247+186.2% | $5,439+228.7% |
| Admin fee / account holder | $240 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |