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 | $235,630 | $202,318+16.5% | $172,739+36.4% | $152,861+54.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 16.07% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,979 | $5,856-66.2% | $5,143-61.5% | $4,762-58.4% |
| Participant deferral / active EE | $6,285 | $5,948+5.7% | $5,198+20.9% | $5,850+7.4% |
| Admin fee / account holder | $110 | $17,109-99.4% | $13,954-99.2% | $11,596-99.0% |