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 | $114,196 | $202,318-43.6% | $172,739-33.9% | $152,861-25.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 74.04% | 1029.65%-955.6pp | 802.84%-728.8pp | 345.32%-271.3pp |
| Employer contribution / active EE | $2,305 | $5,856-60.6% | $5,143-55.2% | $4,762-51.6% |
| Participant deferral / active EE | $6,198 | $5,948+4.2% | $5,198+19.2% | $5,850+5.9% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |