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 | $135,635-100.0% | $110,238-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -6.04% | 513.19%-519.2pp | 314.74%-320.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $8,240 | $4,906+68.0% | $3,826+115.3% | $4,779+72.4% |
| Participant deferral / active EE | $3,421 | $5,506-37.9% | $4,672-26.8% | $5,609-39.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |