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 | $172,150 | $150,440+14.4% | $136,294+26.3% | $147,584+16.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.42% | 1049.08%-1029.7pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $8,115 | $5,256+54.4% | $4,695+72.8% | $4,876+66.4% |
| Participant deferral / active EE | $7,644 | $6,630+15.3% | $6,247+22.4% | $5,439+40.6% |
| Admin fee / account holder | $1 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |