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 | $19,039 | $99,020-80.8% | $86,590-78.0% | $147,584-87.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $5,002 | $3,132+59.7% | $2,839+76.2% | $4,876+2.6% |
| Participant deferral / active EE | $8,242 | $3,972+107.5% | $3,609+128.4% | $5,439+51.5% |
| Admin fee / account holder | $33 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |