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 | $146,983 | $160,055-8.2% | $140,016+5.0% | $135,375+8.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 63.23% | 911.38%-848.2pp | 651.12%-587.9pp | 519.73%-456.5pp |
| Employer contribution / active EE | $8,686 | $6,420+35.3% | $5,606+54.9% | $4,779+81.8% |
| Participant deferral / active EE | $14,475 | $7,642+89.4% | $6,927+109.0% | $5,609+158.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |