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 | $140,982 | $209,832-32.8% | $189,513-25.6% | $167,490-15.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.77% | 748.27%-736.5pp | 555.15%-543.4pp | 478.56%-466.8pp |
| Employer contribution / active EE | $15,568 | $6,914+125.2% | $6,162+152.7% | $4,837+221.8% |
| Participant deferral / active EE | $17,983 | $8,935+101.3% | $8,221+118.7% | $6,341+183.6% |
| Admin fee / account holder | $95 | $14,293-99.3% | $12,045-99.2% | $12,309-99.2% |