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 | $25,639 | $76,552-66.5% | $123,892-79.3% | $62,891-59.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 1112.17% | 18.68%+1093.5pp | 47.52%+1064.7pp | 20.14%+1092.0pp |
| Employer contribution / active EE | $2,866 | $2,883-0.6% | $4,617-37.9% | $2,281+25.7% |
| Participant deferral / active EE | $5,338 | $4,840+10.3% | $5,984-10.8% | $3,203+66.7% |
| Admin fee / account holder | $14 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |