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 6-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 | $36,795 | $138,044-73.3% | $125,339-70.6% | $134,475-72.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 69.64% | 750.33%-680.7pp | 572.05%-502.4pp | 417.96%-348.3pp |
| Employer contribution / active EE | $2,987 | $5,243-43.0% | $4,814-37.9% | $4,740-37.0% |
| Participant deferral / active EE | $7,305 | $7,799-6.3% | $7,446-1.9% | $6,400+14.1% |
| Admin fee / account holder | $110 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |