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 | $44,496 | $185,200-76.0% | $142,863-68.9% | $167,490-73.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 10.40% | 8555.70%-8545.3pp | 5637.54%-5627.1pp | 478.56%-468.2pp |
| Employer contribution / active EE | $9,000 | $5,604+60.6% | $4,144+117.2% | $4,837+86.0% |
| Participant deferral / active EE | $9,000 | $4,494+100.3% | $3,837+134.6% | $6,341+41.9% |
| Admin fee / account holder | $87 | $8,031-98.9% | $6,560-98.7% | $12,309-99.3% |