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 | $225,148 | $202,318+11.3% | $172,739+30.3% | $152,861+47.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.42% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $6,222 | $5,856+6.2% | $5,143+21.0% | $4,762+30.6% |
| Participant deferral / active EE | $10,010 | $5,948+68.3% | $5,198+92.6% | $5,850+71.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |