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 | $115,013 | $202,318-43.2% | $172,739-33.4% | $152,861-24.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.99% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.3pp |
| Employer contribution / active EE | $8,672 | $5,856+48.1% | $5,143+68.6% | $4,762+82.1% |
| Participant deferral / active EE | $5,452 | $5,948-8.3% | $5,198+4.9% | $5,850-6.8% |
| Admin fee / account holder | $25 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |