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 5-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 | $223,107 | $176,662+26.3% | $130,648+70.8% | $152,861+46.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 77.78% | 2692.24%-2614.5pp | 1708.96%-1631.2pp | 345.32%-267.5pp |
| Employer contribution / active EE | $1,935 | $5,742-66.3% | $4,092-52.7% | $4,762-59.4% |
| Participant deferral / active EE | $16,275 | $4,361+273.2% | $3,603+351.7% | $5,850+178.2% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |