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 | $39,170 | $150,440-74.0% | $136,294-71.3% | $147,584-73.5% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 159.44% | 1049.08%-889.6pp | 5155.94%-4996.5pp | 578.55%-419.1pp |
| Employer contribution / active EE | $4,689 | $5,256-10.8% | $4,695-0.1% | $4,876-3.8% |
| Participant deferral / active EE | $8,305 | $6,630+25.3% | $6,247+32.9% | $5,439+52.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |