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 | $36,055 | $171,865-79.0% | $149,718-75.9% | $147,584-75.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.37% | 2113.22%-2089.8pp | 1501.63%-1478.3pp | 578.55%-555.2pp |
| Employer contribution / active EE | $4,133 | $6,275-34.1% | $5,445-24.1% | $4,876-15.2% |
| Participant deferral / active EE | $13,200 | $7,271+81.5% | $6,569+100.9% | $5,439+142.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |