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 | $66,133 | $226,064-70.7% | $182,532-63.8% | $152,861-56.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 33.16% | 192.51%-159.3pp | 148.54%-115.4pp | 345.32%-312.2pp |
| Employer contribution / active EE | $17,715 | $4,978+255.8% | $4,076+334.6% | $4,762+272.0% |
| Participant deferral / active EE | $12,939 | $6,368+103.2% | $5,524+134.2% | $5,850+121.2% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |