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 6-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 | $19,180 | $111,724-82.8% | $93,606-79.5% | $145,922-86.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 202.98%-203.0pp | 133.20%-133.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,142 | $3,090-63.0% | $2,420-52.8% | $4,660-75.5% |
| Participant deferral / active EE | $1,713 | $4,912-65.1% | $4,411-61.2% | $6,688-74.4% |
| Admin fee / account holder | $148 | $10,250-98.6% | $8,285-98.2% | $13,397-98.9% |