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 4-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 | $10,300 | $152,509-93.2% | $117,472-91.2% | $134,475-92.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,506 | $5,571-55.0% | $4,176-40.0% | $4,740-47.1% |
| Participant deferral / active EE | $7,909 | $4,818+64.2% | $4,070+94.3% | $6,400+23.6% |
| Admin fee / account holder | $10 | $7,004-99.9% | $5,645-99.8% | $11,426-99.9% |