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 | $25,853 | $211,958-87.8% | $169,463-84.7% | $135,375-80.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $14,040 | $5,120+174.2% | $4,159+237.6% | $4,779+193.8% |
| Participant deferral / active EE | $14,040 | $6,075+131.1% | $5,277+166.1% | $5,609+150.3% |
| Admin fee / account holder | $47 | $11,471-99.6% | $9,109-99.5% | $10,827-99.6% |