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 | $42,336 | $150,440-71.9% | $136,294-68.9% | $147,584-71.3% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 38.98% | 1049.08%-1010.1pp | 5155.94%-5117.0pp | 578.55%-539.6pp |
| Employer contribution / active EE | $3,447 | $5,256-34.4% | $4,695-26.6% | $4,876-29.3% |
| Participant deferral / active EE | $5,672 | $6,630-14.4% | $6,247-9.2% | $5,439+4.3% |
| Admin fee / account holder | $269 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |