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 | $168,023 | $209,832-19.9% | $189,513-11.3% | $167,490+0.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.82% | 748.27%-728.5pp | 555.15%-535.3pp | 478.56%-458.7pp |
| Employer contribution / active EE | $6,220 | $6,914-10.0% | $6,162+0.9% | $4,837+28.6% |
| Participant deferral / active EE | $7,918 | $8,935-11.4% | $8,221-3.7% | $6,341+24.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |