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 | $44,859 | $150,440-70.2% | $136,294-67.1% | $147,584-69.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.05% | 1049.08%-1026.0pp | 5155.94%-5132.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $3,565 | $5,256-32.2% | $4,695-24.1% | $4,876-26.9% |
| Participant deferral / active EE | $5,207 | $6,630-21.5% | $6,247-16.6% | $5,439-4.3% |
| Admin fee / account holder | $9 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |