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 7-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 | $23,150 | $77,419-70.1% | $69,455-66.7% | $152,861-84.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,308 | $3,315+29.9% | $2,779+55.0% | $4,762-9.5% |
| Participant deferral / active EE | $18,435 | $4,414+317.7% | $3,535+421.4% | $5,850+215.1% |
| Admin fee / account holder | $12 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |