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 | $39,667 | $150,440-73.6% | $136,294-70.9% | $147,584-73.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.98% | 1049.08%-1038.1pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,242 | $5,256-57.3% | $4,695-52.3% | $4,876-54.0% |
| Participant deferral / active EE | $3,766 | $6,630-43.2% | $6,247-39.7% | $5,439-30.8% |
| Admin fee / account holder | $166 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |