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 3-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 | $25,103 | $175,202-85.7% | $149,673-83.2% | $139,434-82.0% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,748 | $5,474-68.1% | $4,818-63.7% | $4,751-63.2% |
| Participant deferral / active EE | $4,119 | $6,519-36.8% | $5,680-27.5% | $6,710-38.6% |
| Admin fee / account holder | $41 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |