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 | $242,130 | $209,832+15.4% | $189,513+27.8% | $167,490+44.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.06% | 748.27%-727.2pp | 555.15%-534.1pp | 478.56%-457.5pp |
| Employer contribution / active EE | $13,382 | $6,914+93.5% | $6,162+117.2% | $4,837+176.6% |
| Participant deferral / active EE | $15,125 | $8,935+69.3% | $8,221+84.0% | $6,341+138.5% |
| Admin fee / account holder | $3 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |