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 | $37,108 | $150,440-75.3% | $136,294-72.8% | $147,584-74.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.99% | 1049.08%-1014.1pp | 5155.94%-5120.9pp | 578.55%-543.6pp |
| Employer contribution / active EE | $11,008 | $5,256+109.4% | $4,695+134.4% | $4,876+125.7% |
| Participant deferral / active EE | $8,340 | $6,630+25.8% | $6,247+33.5% | $5,439+53.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |