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 | $142,809 | $202,318-29.4% | $172,739-17.3% | $152,861-6.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.51% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,804 | $5,856-35.0% | $5,143-26.0% | $4,762-20.1% |
| Participant deferral / active EE | $6,081 | $5,948+2.2% | $5,198+17.0% | $5,850+4.0% |
| Admin fee / account holder | $224 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |