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 | $224,974 | $202,318+11.2% | $172,739+30.2% | $152,861+47.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.77% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $7,271 | $5,856+24.2% | $5,143+41.4% | $4,762+52.7% |
| Participant deferral / active EE | $5,665 | $5,948-4.8% | $5,198+9.0% | $5,850-3.2% |
| Admin fee / account holder | $295 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |