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 | $178,616 | $171,865+3.9% | $149,718+19.3% | $147,584+21.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.24% | 2113.22%-2087.0pp | 1501.63%-1475.4pp | 578.55%-552.3pp |
| Employer contribution / active EE | $11,266 | $6,275+79.5% | $5,445+106.9% | $4,876+131.0% |
| Participant deferral / active EE | $12,384 | $7,271+70.3% | $6,569+88.5% | $5,439+127.7% |
| Admin fee / account holder | $144 | $13,799-99.0% | $11,283-98.7% | $10,885-98.7% |