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 9-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 | $17,310 | $83,826-79.3% | - | $147,584-88.3% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 0.00% | 26.57%-26.6pp | - | 578.55%-578.5pp |
| Employer contribution / active EE | $4,000 | $3,042+31.5% | - | $4,876-18.0% |
| Participant deferral / active EE | $12,000 | $3,987+201.0% | - | $5,439+120.6% |
| Admin fee / account holder | $0 | $6,071-100.0% | - | $10,885-100.0% |