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 | $128,021 | $202,318-36.7% | $172,739-25.9% | $152,861-16.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.23% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,429 | $5,856-58.5% | $5,143-52.8% | $4,762-49.0% |
| Participant deferral / active EE | $8,015 | $5,948+34.8% | $5,198+54.2% | $5,850+37.0% |
| Admin fee / account holder | $85 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |