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 | $192,231 | $209,832-8.4% | $189,513+1.4% | $167,490+14.8% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 16.70% | 748.27%-731.6pp | 555.15%-538.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $4,928 | $6,914-28.7% | $6,162-20.0% | $4,837+1.9% |
| Participant deferral / active EE | $10,240 | $8,935+14.6% | $8,221+24.6% | $6,341+61.5% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |