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 | $26,896 | $69,518-61.3% | $59,878-55.1% | $135,375-80.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $7,680 | $3,235+137.4% | $2,722+182.2% | $4,779+60.7% |
| Participant deferral / active EE | $23,040 | $4,206+447.8% | $3,402+577.3% | $5,609+310.8% |
| Admin fee / account holder | $58 | $5,734-99.0% | $3,590-98.4% | $10,827-99.5% |