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 | $201,080 | $202,318-0.6% | $172,739+16.4% | $152,861+31.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.39% | 1029.65%-1011.3pp | 802.84%-784.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $6,541 | $5,856+11.7% | $5,143+27.2% | $4,762+37.3% |
| Participant deferral / active EE | $4,107 | $5,948-31.0% | $5,198-21.0% | $5,850-29.8% |
| Admin fee / account holder | $50 | $17,109-99.7% | $13,954-99.6% | $11,596-99.6% |