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 | $109,674 | $171,865-36.2% | $149,718-26.7% | $147,584-25.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.56% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $13,222 | $6,275+110.7% | $5,445+142.8% | $4,876+171.2% |
| Participant deferral / active EE | $9,763 | $7,271+34.3% | $6,569+48.6% | $5,439+79.5% |
| Admin fee / account holder | $5 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |