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 9-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 | $25,254 | $99,020-74.5% | $86,590-70.8% | $147,584-82.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $850 | $3,132-72.9% | $2,839-70.1% | $4,876-82.6% |
| Participant deferral / active EE | $2,980 | $3,972-25.0% | $3,609-17.4% | $5,439-45.2% |
| Admin fee / account holder | $48 | $5,710-99.2% | $4,906-99.0% | $10,885-99.6% |