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 | $34,617 | $138,065-74.9% | $123,544-72.0% | $135,375-74.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,728 | $5,151+11.2% | $4,628+23.8% | $4,779+19.9% |
| Participant deferral / active EE | $8,855 | $6,799+30.2% | $6,426+37.8% | $5,609+57.9% |
| Admin fee / account holder | $117 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |