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 5-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 | $12,626 | $109,327-88.5% | $89,391-85.9% | $158,922-92.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,315 | $3,170+4.6% | $2,586+28.2% | $4,761-30.4% |
| Participant deferral / active EE | $7,440 | $4,598+61.8% | $3,890+91.3% | $5,982+24.4% |
| Admin fee / account holder | $21 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |