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 9-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 | $89,801 | $160,055-43.9% | $140,016-35.9% | $135,375-33.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 199.56% | 911.38%-711.8pp | 651.12%-451.6pp | 519.73%-320.2pp |
| Employer contribution / active EE | $21,232 | $6,420+230.7% | $5,606+278.8% | $4,779+344.3% |
| Participant deferral / active EE | $8,850 | $7,642+15.8% | $6,927+27.8% | $5,609+57.8% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |