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 | $219,779 | $209,832+4.7% | $189,513+16.0% | $167,490+31.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.26% | 748.27%-737.0pp | 555.15%-543.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,987 | $6,914-71.3% | $6,162-67.8% | $4,837-58.9% |
| Participant deferral / active EE | $6,653 | $8,935-25.5% | $8,221-19.1% | $6,341+4.9% |
| Admin fee / account holder | $50 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |