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 5-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 | $16,662 | $109,817-84.8% | $98,442-83.1% | $167,490-90.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,089 | $3,224-4.2% | $2,960+4.4% | $4,837-36.2% |
| Participant deferral / active EE | $12,878 | $4,673+175.6% | $4,276+201.2% | $6,341+103.1% |
| Admin fee / account holder | $36 | $6,753-99.5% | $5,949-99.4% | $12,309-99.7% |