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 | $138,006 | $138,0440% | $125,339+10.1% | $134,475+2.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 100.12% | 750.33%-650.2pp | 572.05%-471.9pp | 417.96%-317.8pp |
| Employer contribution / active EE | $32,913 | $5,243+527.7% | $4,814+583.8% | $4,740+594.4% |
| Participant deferral / active EE | $27,390 | $7,799+251.2% | $7,446+267.8% | $6,400+328.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |