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 | $121,278 | $171,865-29.4% | $149,718-19.0% | $147,584-17.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.84% | 2113.22%-2094.4pp | 1501.63%-1482.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $15,464 | $6,275+146.4% | $5,445+184.0% | $4,876+217.1% |
| Participant deferral / active EE | $5,564 | $7,271-23.5% | $6,569-15.3% | $5,439+2.3% |
| Admin fee / account holder | $11 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |