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 8-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 | $67,011 | $202,318-66.9% | $172,739-61.2% | $152,861-56.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1969.16% | 1029.65%+939.5pp | 802.84%+1166.3pp | 345.32%+1623.8pp |
| Employer contribution / active EE | $1,617 | $5,856-72.4% | $5,143-68.6% | $4,762-66.1% |
| Participant deferral / active EE | $2,964 | $5,948-50.2% | $5,198-43.0% | $5,850-49.3% |
| Admin fee / account holder | $240 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |