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 10-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 | $21,351 | $78,988-73.0% | - | $273,961-92.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | - | 83.0%+17.0pp |
| Annual return | 0.00% | 18.48%-18.5pp | - | 41.45%-41.5pp |
| Employer contribution / active EE | $4,235 | $4,066+4.2% | - | $4,869-13.0% |
| Participant deferral / active EE | $15,882 | $3,397+367.5% | - | $5,287+200.4% |
| Admin fee / account holder | $0 | $13,270-100.0% | - | $10,132-100.0% |