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 | $143,754 | $209,832-31.5% | $189,513-24.1% | $167,490-14.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.82% | 748.27%-729.5pp | 555.15%-536.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $5,279 | $6,914-23.7% | $6,162-14.3% | $4,837+9.1% |
| Participant deferral / active EE | $7,924 | $8,935-11.3% | $8,221-3.6% | $6,341+25.0% |
| Admin fee / account holder | $32 | $14,293-99.8% | $12,045-99.7% | $12,309-99.7% |