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 | $17,939 | $97,757-81.6% | $83,848-78.6% | $135,375-86.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 75.52% | 1287.37%-1211.8pp | 850.88%-775.4pp | 519.73%-444.2pp |
| Employer contribution / active EE | $2,732 | $4,222-35.3% | $3,631-24.8% | $4,779-42.8% |
| Participant deferral / active EE | $7,989 | $4,682+70.6% | $4,082+95.7% | $5,609+42.4% |
| Admin fee / account holder | $41 | $6,674-99.4% | $5,478-99.3% | $10,827-99.6% |