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 | $39,119 | $97,757-60.0% | $83,848-53.3% | $135,375-71.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $21,258 | $4,222+403.5% | $3,631+485.5% | $4,779+344.8% |
| Participant deferral / active EE | $18,444 | $4,682+293.9% | $4,082+351.9% | $5,609+228.8% |
| Admin fee / account holder | $2 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |