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 | $132,418 | $202,318-34.5% | $172,739-23.3% | $152,861-13.4% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 25.69% | 1029.65%-1004.0pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $12,069 | $5,856+106.1% | $5,143+134.7% | $4,762+153.4% |
| Participant deferral / active EE | $5,095 | $5,948-14.3% | $5,198-2.0% | $5,850-12.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |