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 | $174,405 | $159,901+9.1% | $146,958+18.7% | $145,922+19.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.15% | 98.13%-73.0pp | 418.34%-393.2pp | 561.29%-536.1pp |
| Employer contribution / active EE | $16,138 | $5,286+205.3% | $4,933+227.1% | $4,660+246.3% |
| Participant deferral / active EE | $13,168 | $8,428+56.2% | $8,070+63.2% | $6,688+96.9% |
| Admin fee / account holder | $164 | $15,044-98.9% | $12,998-98.7% | $13,397-98.8% |