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 | $141,450 | $183,963-23.1% | $162,163-12.8% | $152,861-7.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 135.45% | 150.76%-15.3pp | 115.59%+19.9pp | 345.32%-209.9pp |
| Employer contribution / active EE | $9,749 | $6,371+53.0% | $5,614+73.7% | $4,762+104.7% |
| Participant deferral / active EE | $8,000 | $8,034-0.4% | $7,298+9.6% | $5,850+36.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |