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 | $10,994 | $99,640-89.0% | $86,436-87.3% | $134,475-91.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,138 | $4,400-28.7% | $3,769-16.7% | $4,740-33.8% |
| Participant deferral / active EE | $7,754 | $7,246+7.0% | $6,952+11.5% | $6,400+21.2% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |