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 | $239,091 | $171,865+39.1% | $149,718+59.7% | $147,584+62.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.49% | 2113.22%-2086.7pp | 1501.63%-1475.1pp | 578.55%-552.1pp |
| Employer contribution / active EE | $4,808 | $6,275-23.4% | $5,445-11.7% | $4,876-1.4% |
| Participant deferral / active EE | $16,860 | $7,271+131.9% | $6,569+156.7% | $5,439+210.0% |
| Admin fee / account holder | $77 | $13,799-99.4% | $11,283-99.3% | $10,885-99.3% |