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 | $90,384 | $202,318-55.3% | $172,739-47.7% | $152,861-40.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.84% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $6,527 | $5,856+11.5% | $5,143+26.9% | $4,762+37.1% |
| Participant deferral / active EE | $4,873 | $5,948-18.1% | $5,198-6.2% | $5,850-16.7% |
| Admin fee / account holder | $127 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |