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 4-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 | $40,506 | $227,553-82.2% | $189,557-78.6% | $167,490-75.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,760 | $5,316-66.9% | $4,412-60.1% | $4,837-63.6% |
| Participant deferral / active EE | $39,000 | $7,002+457.0% | $6,174+531.7% | $6,341+515.0% |
| Admin fee / account holder | $17 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |