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 8-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 | $236,003 | $115,882+103.7% | $100,516+134.8% | $158,922+48.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 310.40% | 34.79%+275.6pp | 30.89%+279.5pp | 302.83%+7.6pp |
| Employer contribution / active EE | $5,909 | $4,103+44.0% | $3,418+72.9% | $4,761+24.1% |
| Participant deferral / active EE | $15,167 | $6,674+127.2% | $6,270+141.9% | $5,982+153.5% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |