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 | $73,236 | $214,378-65.8% | $200,582-63.5% | $142,382-48.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 224.39% | 46.41%+178.0pp | 42.33%+182.1pp | 217.08%+7.3pp |
| Employer contribution / active EE | $16,774 | $6,841+145.2% | $6,419+161.3% | $4,299+290.2% |
| Participant deferral / active EE | $3,055 | $9,865-69.0% | $9,331-67.3% | $6,507-53.1% |
| Admin fee / account holder | $135 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |