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 | $105,221 | $202,318-48.0% | $172,739-39.1% | $152,861-31.2% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 18.70% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $8,974 | $5,856+53.2% | $5,143+74.5% | $4,762+88.4% |
| Participant deferral / active EE | $5,116 | $5,948-14.0% | $5,198-1.6% | $5,850-12.6% |
| Admin fee / account holder | $92 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |