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 | $124,719 | $63,346+96.9% | $92,233+35.2% | $70,131+77.8% |
| Participation rate | 90.3% | 68.7%+21.6pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 61.06% | 530.12%-469.1pp | 176.28%-115.2pp | 73.14%-12.1pp |
| Employer contribution / active EE | $10,842 | $2,471+338.8% | $3,679+194.7% | $2,342+362.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $265 | $3,840-93.1% | $5,194-94.9% | $4,645-94.3% |