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 7-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 | $21,753 | $176,662-87.7% | $130,648-83.3% | $152,861-85.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 34.30% | 2692.24%-2657.9pp | 1708.96%-1674.7pp | 345.32%-311.0pp |
| Employer contribution / active EE | $5,000 | $5,742-12.9% | $4,092+22.2% | $4,762+5.0% |
| Participant deferral / active EE | $8,822 | $4,361+102.3% | $3,603+144.9% | $5,850+50.8% |
| Admin fee / account holder | $66 | $7,133-99.1% | $5,464-98.8% | $11,596-99.4% |