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 8-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 | $22,563 | $90,590-75.1% | $90,782-75.1% | $135,375-83.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | -3.40%+3.4pp | -3.42%+3.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $6,822 | $4,352+56.7% | $4,105+66.2% | $4,779+42.8% |
| Participant deferral / active EE | $17,452 | $5,407+222.8% | $5,366+225.2% | $5,609+211.2% |
| Admin fee / account holder | $49 | $7,683-99.4% | $5,908-99.2% | $10,827-99.5% |