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 8-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 | $111,348 | $183,963-39.5% | $162,163-31.3% | $152,861-27.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 671.12% | 150.76%+520.4pp | 115.59%+555.5pp | 345.32%+325.8pp |
| Employer contribution / active EE | $1,644 | $6,371-74.2% | $5,614-70.7% | $4,762-65.5% |
| Participant deferral / active EE | $13,399 | $8,034+66.8% | $7,298+83.6% | $5,850+129.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |