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 | $188,394 | $209,832-10.2% | $189,513-0.6% | $167,490+12.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.03% | 748.27%-729.2pp | 555.15%-536.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $12,096 | $6,914+75.0% | $6,162+96.3% | $4,837+150.0% |
| Participant deferral / active EE | $7,929 | $8,935-11.3% | $8,221-3.6% | $6,341+25.0% |
| Admin fee / account holder | $189 | $14,293-98.7% | $12,045-98.4% | $12,309-98.5% |