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 | $138,692 | $202,318-31.4% | $172,739-19.7% | $152,861-9.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.60% | 1029.65%-1009.1pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $37,344 | $5,856+537.7% | $5,143+626.1% | $4,762+684.2% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,850+327.3% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |