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 6-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 | $27,456 | $105,931-74.1% | $81,930-66.5% | $158,922-82.7% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $9,713 | $7,800+24.5% | $4,310+125.4% | $4,761+104.0% |
| Participant deferral / active EE | $10,650 | $13,003-18.1% | $7,107+49.9% | $5,982+78.0% |
| Admin fee / account holder | $5 | $8,489-99.9% | $5,158-99.9% | $11,246-100.0% |