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 | $29,115 | $117,381-75.2% | $99,443-70.7% | $152,861-81.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,470 | $3,013+81.6% | $2,540+115.4% | $4,762+14.9% |
| Participant deferral / active EE | $48,160 | $4,086+1078.7% | $3,619+1230.8% | $5,850+723.2% |
| Admin fee / account holder | $60 | $7,631-99.2% | $6,250-99.0% | $11,596-99.5% |