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 | $57,272 | $202,318-71.7% | $172,739-66.8% | $152,861-62.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.91% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $15,568 | $5,856+165.8% | $5,143+202.7% | $4,762+226.9% |
| Participant deferral / active EE | $8,182 | $5,948+37.5% | $5,198+57.4% | $5,850+39.9% |
| Admin fee / account holder | $196 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |