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 | $191,326 | $108,919+75.7% | $100,391+90.6% | $145,922+31.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.06% | 57.88%-42.8pp | 49.20%-34.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $19,415 | $4,419+339.3% | $3,942+392.6% | $4,660+316.7% |
| Participant deferral / active EE | $23,000 | $8,445+172.4% | $8,082+184.6% | $6,688+243.9% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |