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 | $36,508 | $150,440-75.7% | $136,294-73.2% | $147,584-75.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.18% | 1049.08%-1016.9pp | 5155.94%-5123.8pp | 578.55%-546.4pp |
| Employer contribution / active EE | $3,121 | $5,256-40.6% | $4,695-33.5% | $4,876-36.0% |
| Participant deferral / active EE | $13,465 | $6,630+103.1% | $6,247+115.5% | $5,439+147.6% |
| Admin fee / account holder | $57 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |