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 | $83,511 | $150,440-44.5% | $136,294-38.7% | $147,584-43.4% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 20.08% | 1049.08%-1029.0pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $4,271 | $5,256-18.7% | $4,695-9.0% | $4,876-12.4% |
| Participant deferral / active EE | $11,073 | $6,630+67.0% | $6,247+77.3% | $5,439+103.6% |
| Admin fee / account holder | $9 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |