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 | $14,678 | $104,907-86.0% | $84,611-82.7% | $152,861-90.4% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,415 | $3,302+33.7% | $2,652+66.5% | $4,762-7.3% |
| Participant deferral / active EE | $9,088 | $4,688+93.9% | $3,899+133.1% | $5,850+55.3% |
| Admin fee / account holder | $14 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |