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 | $18,307 | $169,032-89.2% | $129,207-85.8% | $145,922-87.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.02% | 14330.11%-14308.1pp | 9417.33%-9395.3pp | 561.29%-539.3pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,946 | $4,987+79.4% | $4,168+114.7% | $6,688+33.8% |
| Admin fee / account holder | $64 | $9,954-99.4% | $7,715-99.2% | $13,397-99.5% |