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 | $49,427 | $202,318-75.6% | $172,739-71.4% | $152,861-67.7% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 21.21% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $5,614 | $5,856-4.1% | $5,143+9.2% | $4,762+17.9% |
| Participant deferral / active EE | $5,493 | $5,948-7.7% | $5,198+5.7% | $5,850-6.1% |
| Admin fee / account holder | $127 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |