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 | $176,662-100.0% | $130,648-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.4%-82.4pp |
| Annual return | 23.74% | 2692.24%-2668.5pp | 1708.96%-1685.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,216 | $5,742-78.8% | $4,092-70.3% | $4,762-74.5% |
| Participant deferral / active EE | $3,876 | $4,361-11.1% | $3,603+7.6% | $5,850-33.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |