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 | $215,228 | $150,440+43.1% | $136,294+57.9% | $147,584+45.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.07% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,601 | $5,256-50.5% | $4,695-44.6% | $4,876-46.7% |
| Participant deferral / active EE | $10,505 | $6,630+58.4% | $6,247+68.2% | $5,439+93.2% |
| Admin fee / account holder | $4 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |