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 | $44,994 | $160,055-71.9% | $140,016-67.9% | $135,375-66.8% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | 70.86% | 911.38%-840.5pp | 651.12%-580.3pp | 519.73%-448.9pp |
| Employer contribution / active EE | $2,743 | $6,420-57.3% | $5,606-51.1% | $4,779-42.6% |
| Participant deferral / active EE | $11,105 | $7,642+45.3% | $6,927+60.3% | $5,609+98.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |