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 | $187,954 | $171,865+9.4% | $149,718+25.5% | $147,584+27.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.32% | 2113.22%-2089.9pp | 1501.63%-1478.3pp | 578.55%-555.2pp |
| Employer contribution / active EE | $3,961 | $6,275-36.9% | $5,445-27.3% | $4,876-18.8% |
| Participant deferral / active EE | $7,511 | $7,271+3.3% | $6,569+14.3% | $5,439+38.1% |
| Admin fee / account holder | $76 | $13,799-99.4% | $11,283-99.3% | $10,885-99.3% |