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 | $24,882 | $96,305-74.2% | $80,569-69.1% | $139,434-82.2% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 111.16% | 1350.08%-1238.9pp | 935.43%-824.3pp | 372.94%-261.8pp |
| Employer contribution / active EE | $4,881 | $3,262+49.6% | $2,723+79.2% | $4,751+2.7% |
| Participant deferral / active EE | $10,630 | $5,232+103.2% | $4,447+139.0% | $6,710+58.4% |
| Admin fee / account holder | $87 | $6,599-98.7% | $5,377-98.4% | $11,403-99.2% |