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 | $9,974 | $56,835-82.5% | - | $135,375-92.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | 0.00% | 2630.74%-2630.7pp | - | 519.73%-519.7pp |
| Employer contribution / active EE | $4,276 | $2,734+56.4% | - | $4,779-10.5% |
| Participant deferral / active EE | $6,414 | $3,681+74.2% | - | $5,609+14.3% |
| Admin fee / account holder | $23 | $1,586-98.6% | - | $10,827-99.8% |