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 | $183,170 | $150,440+21.8% | $136,294+34.4% | $147,584+24.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.27% | 1049.08%-1035.8pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $6,373 | $5,256+21.3% | $4,695+35.7% | $4,876+30.7% |
| Participant deferral / active EE | $7,752 | $6,630+16.9% | $6,247+24.1% | $5,439+42.5% |
| Admin fee / account holder | $103 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |