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 | $167,843 | $209,832-20.0% | $189,513-11.4% | $167,490+0.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.25% | 748.27%-739.0pp | 555.15%-545.9pp | 478.56%-469.3pp |
| Employer contribution / active EE | $11,102 | $6,914+60.6% | $6,162+80.2% | $4,837+129.5% |
| Participant deferral / active EE | $10,758 | $8,935+20.4% | $8,221+30.9% | $6,341+69.6% |
| Admin fee / account holder | $1 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |