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 | $22,879 | $81,632-72.0% | $70,449-67.5% | $158,922-85.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,783 | $3,217-44.6% | $2,737-34.9% | $4,761-62.6% |
| Participant deferral / active EE | $18,310 | $4,554+302.1% | $3,709+393.7% | $5,982+206.1% |
| Admin fee / account holder | $42 | $6,193-99.3% | $3,845-98.9% | $11,246-99.6% |