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 | $127,497 | $124,185+2.7% | $108,410+17.6% | $167,490-23.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 26.63% | 1379.64%-1353.0pp | 905.27%-878.6pp | 478.56%-451.9pp |
| Employer contribution / active EE | $4,289 | $4,187+2.4% | $3,558+20.5% | $4,837-11.3% |
| Participant deferral / active EE | $10,734 | $6,908+55.4% | $6,563+63.6% | $6,341+69.3% |
| Admin fee / account holder | $151 | $9,455-98.4% | $7,295-97.9% | $12,309-98.8% |