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 | $122,778 | $150,440-18.4% | $136,294-9.9% | $147,584-16.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.07% | 1049.08%-1033.0pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $8,400 | $5,256+59.8% | $4,695+78.9% | $4,876+72.3% |
| Participant deferral / active EE | $6,092 | $6,630-8.1% | $6,247-2.5% | $5,439+12.0% |
| Admin fee / account holder | $120 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |