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 | $28,558 | $102,966-72.3% | $90,281-68.4% | $152,861-81.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,223 | $3,139-29.2% | $2,854-22.1% | $4,762-53.3% |
| Participant deferral / active EE | $4,994 | $4,281+16.7% | $3,885+28.5% | $5,850-14.6% |
| Admin fee / account holder | $89 | $6,171-98.6% | $5,351-98.3% | $11,596-99.2% |