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 | $63,179 | $202,318-68.8% | $172,739-63.4% | $152,861-58.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.21% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,510 | $5,856-57.1% | $5,143-51.2% | $4,762-47.3% |
| Participant deferral / active EE | $7,145 | $5,948+20.1% | $5,198+37.5% | $5,850+22.1% |
| Admin fee / account holder | $283 | $17,109-98.3% | $13,954-98.0% | $11,596-97.6% |