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 | $137,188 | $202,318-32.2% | $172,739-20.6% | $152,861-10.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.60% | 1029.65%-1004.1pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,471 | $5,856-57.8% | $5,143-52.0% | $4,762-48.1% |
| Participant deferral / active EE | $9,132 | $5,948+53.5% | $5,198+75.7% | $5,850+56.1% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |