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 | $32,012 | $202,318-84.2% | $172,739-81.5% | $152,861-79.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.61% | 1029.65%-999.0pp | 802.84%-772.2pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,941 | $5,856-66.9% | $5,143-62.3% | $4,762-59.2% |
| Participant deferral / active EE | $5,458 | $5,948-8.2% | $5,198+5.0% | $5,850-6.7% |
| Admin fee / account holder | $167 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |