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 | $65,211 | $150,440-56.7% | $136,294-52.2% | $147,584-55.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 44.89% | 1049.08%-1004.2pp | 5155.94%-5111.0pp | 578.55%-533.7pp |
| Employer contribution / active EE | $16,674 | $5,256+217.2% | $4,695+255.1% | $4,876+241.9% |
| Participant deferral / active EE | $12,074 | $6,630+82.1% | $6,247+93.3% | $5,439+122.0% |
| Admin fee / account holder | $289 | $10,905-97.3% | $9,243-96.9% | $10,885-97.3% |