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 10-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 | $42,938 | $102,966-58.3% | $90,281-52.4% | $152,861-71.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 29.47% | 95.16%-65.7pp | 78.10%-48.6pp | 345.32%-315.8pp |
| Employer contribution / active EE | $7,832 | $3,139+149.5% | $2,854+174.4% | $4,762+64.5% |
| Participant deferral / active EE | $11,789 | $4,281+175.4% | $3,885+203.4% | $5,850+101.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |