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 9-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 | $33,244 | $150,440-77.9% | $136,294-75.6% | $147,584-77.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $5,826 | $5,256+10.8% | $4,695+24.1% | $4,876+19.5% |
| Participant deferral / active EE | $3,993 | $6,630-39.8% | $6,247-36.1% | $5,439-26.6% |
| Admin fee / account holder | $84 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |