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 | $116,863 | $101,069+15.6% | $81,478+43.4% | $147,584-20.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $541 | $3,205-83.1% | $2,568-78.9% | $4,876-88.9% |
| Participant deferral / active EE | $1,750 | $4,242-58.7% | $3,537-50.5% | $5,439-67.8% |
| Admin fee / account holder | $174 | $5,812-97.0% | $4,561-96.2% | $10,885-98.4% |