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 4-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 | $138,309 | $118,450+16.8% | $98,439+40.5% | $139,434-0.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 73.86% | 18.94%+54.9pp | 21.16%+52.7pp | 372.94%-299.1pp |
| Employer contribution / active EE | $68,563 | $3,609+1799.6% | $3,048+2149.4% | $4,751+1343.2% |
| Participant deferral / active EE | $32,700 | $5,392+506.5% | $4,738+590.2% | $6,710+387.3% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |