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 | $174,773 | $150,440+16.2% | $136,294+28.2% | $147,584+18.4% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 29.98% | 1049.08%-1019.1pp | 5155.94%-5126.0pp | 578.55%-548.6pp |
| Employer contribution / active EE | $3,403 | $5,256-35.3% | $4,695-27.5% | $4,876-30.2% |
| Participant deferral / active EE | $12,110 | $6,630+82.6% | $6,247+93.9% | $5,439+122.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |