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 | $33,653 | $88,751-62.1% | $81,812-58.9% | $145,922-76.9% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 26.07% | 1025.40%-999.3pp | 773.79%-747.7pp | 561.29%-535.2pp |
| Employer contribution / active EE | $8,041 | $3,083+160.8% | $2,912+176.1% | $4,660+72.6% |
| Participant deferral / active EE | $7,086 | $4,643+52.6% | $4,319+64.1% | $6,688+6.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |