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 | $110,096 | $150,440-26.8% | $136,294-19.2% | $147,584-25.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.40% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $4,736 | $5,256-9.9% | $4,695+0.9% | $4,876-2.9% |
| Participant deferral / active EE | $12,477 | $6,630+88.2% | $6,247+99.7% | $5,439+129.4% |
| Admin fee / account holder | $25 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |