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 | $108,394 | $150,440-27.9% | $136,294-20.5% | $147,584-26.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.66% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,208 | $5,256-39.0% | $4,695-31.7% | $4,876-34.2% |
| Participant deferral / active EE | $10,553 | $6,630+59.2% | $6,247+68.9% | $5,439+94.0% |
| Admin fee / account holder | $224 | $10,905-97.9% | $9,243-97.6% | $10,885-97.9% |