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 | $165,733 | $202,318-18.1% | $172,739-4.1% | $152,861+8.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.68% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $7,059 | $5,856+20.5% | $5,143+37.3% | $4,762+48.2% |
| Participant deferral / active EE | $5,943 | $5,948-0.1% | $5,198+14.4% | $5,850+1.6% |
| Admin fee / account holder | $140 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |