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 | $26,061 | $150,440-82.7% | $136,294-80.9% | $147,584-82.3% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 511.05% | 1049.08%-538.0pp | 5155.94%-4644.9pp | 578.55%-67.5pp |
| Employer contribution / active EE | $3,390 | $5,256-35.5% | $4,695-27.8% | $4,876-30.5% |
| Participant deferral / active EE | $5,904 | $6,630-11.0% | $6,247-5.5% | $5,439+8.6% |
| Admin fee / account holder | $42 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |