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 | $226,408 | $202,318+11.9% | $172,739+31.1% | $152,861+48.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.91% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,875 | $5,856-33.8% | $5,143-24.6% | $4,762-18.6% |
| Participant deferral / active EE | $8,306 | $5,948+39.6% | $5,198+59.8% | $5,850+42.0% |
| Admin fee / account holder | $146 | $17,109-99.1% | $13,954-99.0% | $11,596-98.7% |