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 | $108,760 | $102,604+6.0% | $86,188+26.2% | $139,434-22.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.87% | 1922.51%-1908.6pp | 1168.45%-1154.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $5,425 | $3,032+78.9% | $2,380+127.9% | $4,751+14.2% |
| Participant deferral / active EE | $6,088 | $4,676+30.2% | $3,985+52.8% | $6,710-9.3% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |