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 | $50,904 | $150,440-66.2% | $136,294-62.7% | $147,584-65.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.59% | 1049.08%-1026.5pp | 5155.94%-5133.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $8,650 | $5,256+64.6% | $4,695+84.2% | $4,876+77.4% |
| Participant deferral / active EE | $5,413 | $6,630-18.4% | $6,247-13.3% | $5,439-0.5% |
| Admin fee / account holder | $10 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |