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 3-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 | $147,410 | $159,602-7.6% | $150,045-1.8% | $142,382+3.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 412.60% | 70.24%+342.4pp | 62.55%+350.1pp | 217.08%+195.5pp |
| Employer contribution / active EE | $5,051 | $4,961+1.8% | $4,693+7.6% | $4,299+17.5% |
| Participant deferral / active EE | $10,043 | $8,310+20.9% | $7,997+25.6% | $6,507+54.3% |
| Admin fee / account holder | $286 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |