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 | $106,563 | $85,022+25.3% | $70,515+51.1% | $139,434-23.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $25,000 | $3,909+539.6% | $2,973+740.8% | $4,751+426.2% |
| Participant deferral / active EE | $25,000 | $5,890+324.4% | $4,567+447.4% | $6,710+272.6% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |