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 9-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 | $148,735 | $183,963-19.1% | $162,163-8.3% | $152,861-2.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 38.58% | 150.76%-112.2pp | 115.59%-77.0pp | 345.32%-306.7pp |
| Employer contribution / active EE | $14,964 | $6,371+134.9% | $5,614+166.6% | $4,762+214.2% |
| Participant deferral / active EE | $12,637 | $8,034+57.3% | $7,298+73.2% | $5,850+116.0% |
| Admin fee / account holder | $200 | $13,121-98.5% | $10,843-98.2% | $11,596-98.3% |