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 | $9,564 | $88,751-89.2% | $81,812-88.3% | $145,922-93.4% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 33.87% | 1025.40%-991.5pp | 773.79%-739.9pp | 561.29%-527.4pp |
| Employer contribution / active EE | $3,046 | $3,083-1.2% | $2,912+4.6% | $4,660-34.6% |
| Participant deferral / active EE | $4,405 | $4,643-5.1% | $4,319+2.0% | $6,688-34.1% |
| Admin fee / account holder | $142 | $8,415-98.3% | $7,386-98.1% | $13,397-98.9% |