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 | $176,400 | $202,318-12.8% | $172,739+2.1% | $152,861+15.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 13.81% | 1029.65%-1015.8pp | 802.84%-789.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,031 | $5,856-65.3% | $5,143-60.5% | $4,762-57.4% |
| Participant deferral / active EE | $7,439 | $5,948+25.1% | $5,198+43.1% | $5,850+27.2% |
| Admin fee / account holder | $78 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |