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 | $21,312 | $176,662-87.9% | $130,648-83.7% | $152,861-86.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $565 | $5,742-90.2% | $4,092-86.2% | $4,762-88.1% |
| Participant deferral / active EE | $19,000 | $4,361+335.6% | $3,603+427.4% | $5,850+224.8% |
| Admin fee / account holder | $18 | $7,133-99.7% | $5,464-99.7% | $11,596-99.8% |