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 | $202,487 | $171,865+17.8% | $149,718+35.2% | $147,584+37.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.27% | 2113.22%-2089.9pp | 1501.63%-1478.4pp | 578.55%-555.3pp |
| Employer contribution / active EE | $3,354 | $6,275-46.5% | $5,445-38.4% | $4,876-31.2% |
| Participant deferral / active EE | $10,439 | $7,271+43.6% | $6,569+58.9% | $5,439+91.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |