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 | $20,899 | $102,547-79.6% | $78,210-73.3% | $147,584-85.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 0.00% | 51.08%-51.1pp | 40.90%-40.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $452 | $2,617-82.7% | $2,034-77.8% | $4,876-90.7% |
| Participant deferral / active EE | $4,130 | $3,481+18.6% | $2,823+46.3% | $5,439-24.1% |
| Admin fee / account holder | $31 | $5,059-99.4% | $3,758-99.2% | $10,885-99.7% |