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 | $17,608 | $106,543-83.5% | $91,220-80.7% | $134,475-86.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,800 | $3,331-46.0% | $2,850-36.8% | $4,740-62.0% |
| Participant deferral / active EE | $20,500 | $4,719+334.4% | $4,234+384.2% | $6,400+220.3% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |