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 10-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 | $0 | $67,331-100.0% | $60,874-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -13.43% | 49.93%-63.4pp | 16.90%-30.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $14,562 | $3,096+370.3% | $2,701+439.0% | $4,740+207.2% |
| Participant deferral / active EE | $16,910 | $4,538+272.6% | $3,817+343.1% | $6,400+164.2% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |