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 | $38,105 | $150,440-74.7% | $136,294-72.0% | $147,584-74.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.18% | 1049.08%-1028.9pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $4,489 | $5,256-14.6% | $4,695-4.4% | $4,876-7.9% |
| Participant deferral / active EE | $12,052 | $6,630+81.8% | $6,247+92.9% | $5,439+121.6% |
| Admin fee / account holder | $279 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |