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 | $195,775 | $202,318-3.2% | $172,739+13.3% | $152,861+28.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.81% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $6,300 | $5,856+7.6% | $5,143+22.5% | $4,762+32.3% |
| Participant deferral / active EE | $6,735 | $5,948+13.2% | $5,198+29.6% | $5,850+15.1% |
| Admin fee / account holder | $147 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |