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 | $100,844 | $102,604-1.7% | $86,188+17.0% | $139,434-27.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.79% | 1922.51%-1907.7pp | 1168.45%-1153.7pp | 372.94%-358.1pp |
| Employer contribution / active EE | $9,182 | $3,032+202.8% | $2,380+285.8% | $4,751+93.3% |
| Participant deferral / active EE | $9,336 | $4,676+99.7% | $3,985+134.2% | $6,710+39.1% |
| Admin fee / account holder | $106 | $8,657-98.8% | $6,852-98.5% | $11,403-99.1% |