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 | $38,209 | $183,963-79.2% | $162,163-76.4% | $152,861-75.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,761 | $6,371-72.4% | $5,614-68.6% | $4,762-63.0% |
| Participant deferral / active EE | $9,201 | $8,034+14.5% | $7,298+26.1% | $5,850+57.3% |
| Admin fee / account holder | $10 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |