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 | $224,289 | $202,318+10.9% | $172,739+29.8% | $152,861+46.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 27.09% | 1029.65%-1002.6pp | 802.84%-775.8pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,513 | $5,856-57.1% | $5,143-51.1% | $4,762-47.2% |
| Participant deferral / active EE | $7,767 | $5,948+30.6% | $5,198+49.4% | $5,850+32.8% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |