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 3-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 | $17,205 | $88,751-80.6% | $81,812-79.0% | $145,922-88.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 69.38% | 1025.40%-956.0pp | 773.79%-704.4pp | 561.29%-491.9pp |
| Employer contribution / active EE | $2,155 | $3,083-30.1% | $2,912-26.0% | $4,660-53.7% |
| Participant deferral / active EE | $10,033 | $4,643+116.1% | $4,319+132.3% | $6,688+50.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |