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 | $47,839 | $202,318-76.4% | $172,739-72.3% | $152,861-68.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.12% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $5,417 | $5,856-7.5% | $5,143+5.3% | $4,762+13.7% |
| Participant deferral / active EE | $4,771 | $5,948-19.8% | $5,198-8.2% | $5,850-18.4% |
| Admin fee / account holder | $40 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |