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 8-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 | $48,545 | $202,318-76.0% | $172,739-71.9% | $152,861-68.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.62% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $6,763 | $5,856+15.5% | $5,143+31.5% | $4,762+42.0% |
| Participant deferral / active EE | $4,701 | $5,948-21.0% | $5,198-9.5% | $5,850-19.6% |
| Admin fee / account holder | $201 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |