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 | $176,308 | $226,064-22.0% | $182,532-3.4% | $152,861+15.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 969.28% | 192.51%+776.8pp | 148.54%+820.7pp | 345.32%+624.0pp |
| Employer contribution / active EE | $8,949 | $4,978+79.7% | $4,076+119.5% | $4,762+87.9% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $202 | $10,703-98.1% | $8,592-97.7% | $11,596-98.3% |