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 | $100,175 | $150,440-33.4% | $136,294-26.5% | $147,584-32.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.02% | 1049.08%-1027.1pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $14,617 | $5,256+178.1% | $4,695+211.3% | $4,876+199.8% |
| Participant deferral / active EE | $15,180 | $6,630+128.9% | $6,247+143.0% | $5,439+179.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |