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 | $33,902 | $150,440-77.5% | $136,294-75.1% | $147,584-77.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.54% | 1049.08%-1023.5pp | 5155.94%-5130.4pp | 578.55%-553.0pp |
| Employer contribution / active EE | $6,000 | $5,256+14.2% | $4,695+27.8% | $4,876+23.0% |
| Participant deferral / active EE | $9,000 | $6,630+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |