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 4-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 | $8,882 | $92,703-90.4% | $82,719-89.3% | $134,475-93.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,561 | $3,274-21.8% | $3,009-14.9% | $4,740-46.0% |
| Participant deferral / active EE | $8,295 | $4,802+72.7% | $4,395+88.7% | $6,400+29.6% |
| Admin fee / account holder | $66 | $5,983-98.9% | $5,329-98.8% | $11,426-99.4% |