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 7-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 | $14,544 | $96,484-84.9% | $75,886-80.8% | $152,861-90.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,377 | $3,309+2.0% | $2,500+35.0% | $4,762-29.1% |
| Participant deferral / active EE | $10,201 | $4,553+124.1% | $3,603+183.1% | $5,850+74.4% |
| Admin fee / account holder | $137 | $8,078-98.3% | $5,418-97.5% | $11,596-98.8% |