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 4-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 | $16,689 | $81,625-79.6% | $58,482-71.5% | $139,434-88.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 61.68% | 7404.20%-7342.5pp | 4239.32%-4177.6pp | 372.94%-311.3pp |
| Employer contribution / active EE | $5,940 | $1,398+324.8% | $1,053+464.0% | $4,751+25.0% |
| Participant deferral / active EE | $6,660 | $2,557+160.5% | $1,924+246.2% | $6,710-0.7% |
| Admin fee / account holder | $36 | $3,265-98.9% | $2,516-98.6% | $11,403-99.7% |