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 10-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 | $68,594 | $150,440-54.4% | $136,294-49.7% | $147,584-53.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.71% | 1049.08%-1027.4pp | 5155.94%-5134.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $6,421 | $5,256+22.2% | $4,695+36.8% | $4,876+31.7% |
| Participant deferral / active EE | $10,634 | $6,630+60.4% | $6,247+70.2% | $5,439+95.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |