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 | $95,429 | $150,440-36.6% | $136,294-30.0% | $147,584-35.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.43% | 1049.08%-1029.6pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $6,795 | $5,256+29.3% | $4,695+44.7% | $4,876+39.3% |
| Participant deferral / active EE | $4,346 | $6,630-34.4% | $6,247-30.4% | $5,439-20.1% |
| Admin fee / account holder | $157 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |